PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$69K 0.01%
1,000
277
$69K 0.01%
1,185
+243
278
$68K 0.01%
916
-80,954
279
$68K 0.01%
5,200
-4,000
280
$68K 0.01%
599
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281
$68K 0.01%
1,162
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282
$68K 0.01%
925
+100
283
$67K 0.01%
+1,614
284
$67K 0.01%
853
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285
$66K 0.01%
1,344
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286
$66K 0.01%
525
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287
$65K 0.01%
+2,202
288
$64K 0.01%
300
-10,400
289
$64K 0.01%
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290
$64K 0.01%
952
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291
$63K 0.01%
1,000
292
$61K 0.01%
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293
$61K 0.01%
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294
$60K 0.01%
1,194
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295
$59K 0.01%
1,462
296
$58K 0.01%
1,789
-18,140
297
$57K 0.01%
+422
298
$55K 0.01%
1,900
299
$55K 0.01%
1,254
+123
300
$54K 0.01%
45
10 11
12
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