PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$58K 0.01%
+3,432
277
$58K 0.01%
+2,230
278
$57K 0.01%
331
-28
279
$57K 0.01%
4,907
-9,241
280
$54K 0.01%
244
+120
281
$53K 0.01%
920
+4
282
$53K 0.01%
553
-103
283
$53K 0.01%
1,328
+234
284
$52K 0.01%
2,718
-1,716
285
$50K 0.01%
587
+30
286
$50K 0.01%
+1,850
287
$48K 0.01%
+5,125
288
$47K 0.01%
1,166
+657
289
$46K 0.01%
+2,555
290
$46K 0.01%
+10,000
291
$45K 0.01%
+1,775
292
$45K 0.01%
1,116
293
$45K 0.01%
576
+61
294
$44K 0.01%
1,522
+772
295
$43K 0.01%
897
-288
296
$42K 0.01%
+197
297
$40K ﹤0.01%
1,000
298
$39K ﹤0.01%
1,922
+22
299
$39K ﹤0.01%
+330
300
$38K ﹤0.01%
858
-5
10 11
12
13 14