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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$95K 0.01%
2,375
-46,509
277
$95K 0.01%
702
+100
278
$95K 0.01%
875
-27
279
$94K 0.01%
656
-113
280
$94K 0.01%
1,080
+102
281
$94K 0.01%
710
-15,898
282
$94K 0.01%
+31,683
283
$91K 0.01%
428
284
$91K 0.01%
947
285
$89K 0.01%
1,647
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286
$87K 0.01%
14,071
-12,008
287
$82K 0.01%
2,928
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288
$82K 0.01%
1,400
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289
$81K 0.01%
953
-20,617
290
$80K 0.01%
1,367
-50,738
291
$78K 0.01%
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292
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293
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552
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294
$76K 0.01%
318
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295
$75K 0.01%
3,525
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296
$74K 0.01%
1,378
-133
297
$74K 0.01%
210
+54
298
$73K 0.01%
2,582
-87,315
299
$72K 0.01%
7,000
300
$72K 0.01%
1,677
+47
10 11
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