PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$90K 0.01%
681
+21
252
$89K 0.01%
2,000
253
$88K 0.01%
1,177
+967
254
$86K 0.01%
6,600
+250
255
$86K 0.01%
959
+252
256
$85K 0.01%
2,143
+702
257
$85K 0.01%
+585
258
$84K 0.01%
1,878
+372
259
$83K 0.01%
1,716
-541
260
$83K 0.01%
3,385
-10,084
261
$79K 0.01%
6,024
-2,050
262
$77K 0.01%
1,674
-6,224
263
$74K 0.01%
2,773
-166
264
$72K 0.01%
1,344
-296
265
$69K 0.01%
1,435
+130
266
$66K 0.01%
403
-19
267
$65K 0.01%
5,000
268
$65K 0.01%
2,413
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269
$64K 0.01%
528
-122
270
$61K 0.01%
1,154
271
$61K 0.01%
306
+6
272
$61K 0.01%
27,182
+13,646
273
$60K 0.01%
+426
274
$60K 0.01%
+468
275
$59K 0.01%
937
+12
9 10
11
12 13