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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$442K 0.02%
1,711
252
$431K 0.02%
5,070
253
$426K 0.02%
5,989
254
$425K 0.02%
2,458
255
$413K 0.02%
4,279
256
$410K 0.02%
3,700
257
$408K 0.02%
6,890
+300
258
$406K 0.02%
4,254
259
$403K 0.02%
18,489
260
$402K 0.02%
6,642
-133
261
$395K 0.02%
9,374
262
$390K 0.02%
4,665
263
$385K 0.02%
2,873
264
$384K 0.02%
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265
$384K 0.02%
2,613
266
$384K 0.02%
2,100
267
$383K 0.02%
5,183
268
$383K 0.02%
9,142
269
$381K 0.02%
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270
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2,760
271
$375K 0.02%
17,440
-484
272
$368K 0.02%
4,902
273
$367K 0.02%
14,075
274
$363K 0.02%
5,310
275
$362K 0.02%
1,389
9 10
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