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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$152K 0.01%
780
+7
252
$151K 0.01%
5,146
+3,253
253
$150K 0.01%
718
254
$147K 0.01%
19,753
-31,414
255
$144K 0.01%
+8,806
256
$139K 0.01%
5,000
257
$132K 0.01%
623
+22
258
$132K 0.01%
886
-6,459
259
$131K 0.01%
1,252
-8,773
260
$130K 0.01%
426
261
$129K 0.01%
1,102
-269
262
$127K 0.01%
1,340
263
$125K 0.01%
800
-150
264
$124K 0.01%
3,903
+2,182
265
$124K 0.01%
1,914
-211
266
$122K 0.01%
1,593
-57,439
267
$117K 0.01%
3,511
-1,000
268
$115K 0.01%
4,721
-13,479
269
$114K 0.01%
+891
270
$112K 0.01%
698
+378
271
$107K 0.01%
978
+66
272
$107K 0.01%
5,458
+3,495
273
$101K 0.01%
1,491
-397
274
$99K 0.01%
1,315
-449
275
$96K 0.01%
631
+170
9 10
11
12 13