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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$291K 0.02%
7,037
-341
252
$289K 0.02%
907
-486
253
$285K 0.02%
3,640
-43
254
$283K 0.02%
5,902
-1,002
255
$283K 0.02%
1,084
-7,077
256
$282K 0.02%
3,302
-9,998
257
$279K 0.02%
1,135
-509
258
$277K 0.02%
1,821
-650
259
$275K 0.02%
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260
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3,147
-3,403
261
$266K 0.02%
1,255
-566
262
$265K 0.02%
3,606
-3,020
263
$263K 0.02%
1,557
-250
264
$263K 0.02%
12,826
+1,516
265
$262K 0.02%
10,416
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266
$257K 0.02%
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267
$254K 0.02%
2,954
-247
268
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+4,631
269
$248K 0.02%
2,264
-2,317
270
$247K 0.02%
+9,560
271
$244K 0.02%
3,301
-1,552
272
$240K 0.02%
4,289
-1,804
273
$239K 0.01%
+3,700
274
$238K 0.01%
2,507
-2,363
275
$236K 0.01%
2,472
-32,461
9 10
11
12 13