PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.84M 0.04%
24,082
-3,102
277
$2.78M 0.04%
22,701
+10,250
278
$2.74M 0.04%
8,493
-2,667
279
$2.71M 0.04%
11,307
-2,630
280
$2.69M 0.04%
88,558
+12,011
281
$2.69M 0.04%
+74,781
282
$2.68M 0.04%
67,988
+39,195
283
$2.67M 0.04%
10,795
-1,808
284
$2.66M 0.04%
29,629
-14,461
285
$2.63M 0.03%
9,500
-3,777
286
$2.61M 0.03%
21,203
-43,594
287
$2.6M 0.03%
76,652
-35,013
288
$2.59M 0.03%
5,186
-696
289
$2.59M 0.03%
31,127
-3,090
290
$2.56M 0.03%
17,573
-1,326
291
$2.52M 0.03%
20,806
-1,169
292
$2.51M 0.03%
94,797
-157,978
293
$2.5M 0.03%
44,037
-11,105
294
$2.5M 0.03%
18,760
-11,330
295
$2.49M 0.03%
4,388
-295
296
$2.46M 0.03%
11,052
-718
297
$2.46M 0.03%
29,504
-8,378
298
$2.44M 0.03%
55,976
-23,079
299
$2.39M 0.03%
43,178
+4,498
300
$2.39M 0.03%
7,299
+273
10 11
12
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