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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$461K 0.03%
3,029
+4
252
$454K 0.03%
+2,101
253
$448K 0.03%
12,277
+734
254
$444K 0.03%
3,312
-41,845
255
$442K 0.03%
1,671
+37
256
$442K 0.03%
1,962
+537
257
$441K 0.03%
6,996
-136
258
$426K 0.02%
+19,571
259
$410K 0.02%
+13,650
260
$406K 0.02%
2,480
261
$402K 0.02%
1,000
+45
262
$402K 0.02%
3,650
-1,263
263
$401K 0.02%
+18,629
264
$400K 0.02%
3,071
-312
265
$399K 0.02%
4,811
+801
266
$399K 0.02%
6,677
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267
$398K 0.02%
11,438
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268
$392K 0.02%
1,708
-140
269
$384K 0.02%
+3,088
270
$382K 0.02%
1,400
271
$378K 0.02%
7,726
+9
272
$377K 0.02%
18,781
+287
273
$373K 0.02%
4,660
-155
274
$369K 0.02%
+22,084
275
$367K 0.02%
2,161
-289
9 10
11
12 13