PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+16.46%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.29B
AUM Growth
+$104M
(+8.8%)
Cap. Flow
-$58.1M
Cap. Flow
% of AUM
-4.49%
Top 10 Holdings %
Top 10 Hldgs %
52.9%
Holding
495
New
46
Increased
158
Reduced
179
Closed
43
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$26.8M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$13.8M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$9.23M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$8.32M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$7.66M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$31M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$23.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$18.5M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$17.3M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$6.99M |
Sector Composition
| 1 | Technology | 7.38% |
| 2 | Consumer Discretionary | 4.8% |
| 3 | Industrials | 2.84% |
| 4 | Communication Services | 2.78% |
| 5 | Consumer Staples | 2.62% |
