PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.49M 0.05%
6,613
-2,820
252
$3.44M 0.05%
42,997
-16,277
253
$3.43M 0.05%
33,066
-9,970
254
$3.42M 0.05%
25,220
-3,577
255
$3.41M 0.05%
86,255
+22,159
256
$3.4M 0.05%
468,736
-196,434
257
$3.32M 0.04%
18,213
-7,576
258
$3.32M 0.04%
30,559
-7,801
259
$3.29M 0.04%
66,196
-26,935
260
$3.28M 0.04%
62,645
-15,692
261
$3.23M 0.04%
+153,472
262
$3.2M 0.04%
47,079
+2,020
263
$3.19M 0.04%
40,405
+6,633
264
$3.19M 0.04%
46,294
-19,477
265
$3.16M 0.04%
64,283
-53,778
266
$3.16M 0.04%
10,844
-2,760
267
$3.15M 0.04%
64,370
+19,183
268
$3.08M 0.04%
42,375
-22,457
269
$3.06M 0.04%
126,284
-37,464
270
$3.06M 0.04%
5,630
-1,372
271
$3.03M 0.04%
18,278
+12,544
272
$2.99M 0.04%
21,055
-3,119
273
$2.98M 0.04%
73,602
-138,560
274
$2.95M 0.04%
31,915
-6,934
275
$2.91M 0.04%
10,939
-2,101
9 10
11
12 13