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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$367K 0.02%
2,755
+169
277
$363K 0.02%
12,030
+4,612
278
$359K 0.02%
+21,548
279
$357K 0.02%
5,853
-597
280
$354K 0.02%
11,026
-1,327
281
$354K 0.02%
+10,798
282
$354K 0.02%
+6,752
283
$354K 0.02%
15,184
-671
284
$351K 0.02%
4,333
285
$351K 0.02%
2,876
-106
286
$348K 0.02%
4,333
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287
$345K 0.02%
1,626
-119
288
$341K 0.02%
7,926
-1,177
289
$340K 0.02%
3,776
290
$340K 0.02%
1,996
-1,246
291
$337K 0.02%
15,173
-7,607
292
$337K 0.02%
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293
$333K 0.02%
5,318
-51
294
$330K 0.02%
4,991
+171
295
$329K 0.02%
14,270
-1,074
296
$321K 0.02%
707
+216
297
$319K 0.02%
7,654
+313
298
$315K 0.02%
5,220
-1,249
299
$313K 0.02%
12,100
-2,286
300
$311K 0.02%
+12,170
10 11
12
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