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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$356K 0.02%
5,184
277
$352K 0.02%
1,000
278
$350K 0.02%
6,963
279
$346K 0.02%
4,733
280
$345K 0.02%
6,158
281
$343K 0.02%
4,236
282
$338K 0.02%
6,712
283
$336K 0.02%
4,356
284
$335K 0.02%
3,530
285
$333K 0.02%
7,024
286
$328K 0.02%
1,244
287
$326K 0.02%
4,127
288
$324K 0.02%
6,827
289
$310K 0.02%
2,681
290
$309K 0.02%
1,750
-52
291
$308K 0.02%
1,766
292
$302K 0.02%
3,640
293
$302K 0.02%
7,273
294
$298K 0.02%
2,009
+1,607
295
$296K 0.02%
3,382
296
$294K 0.02%
1,246
297
$292K 0.02%
704
298
$291K 0.02%
11,824
299
$289K 0.02%
7,680
300
$283K 0.02%
9,773
10 11
12
13 14