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
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K ﹤0.01%
+500
302
$16K ﹤0.01%
+41
303
$16K ﹤0.01%
+55
304
$16K ﹤0.01%
+100
305
$15K ﹤0.01%
+1,220
306
$15K ﹤0.01%
1,000
307
$15K ﹤0.01%
250
308
$13K ﹤0.01%
+101
309
$13K ﹤0.01%
233
+33
310
$12K ﹤0.01%
+565
311
$12K ﹤0.01%
+1,000
312
$12K ﹤0.01%
250
313
$12K ﹤0.01%
+547
314
$12K ﹤0.01%
440
315
$12K ﹤0.01%
400
316
$11K ﹤0.01%
+274
317
$10K ﹤0.01%
250
318
$10K ﹤0.01%
+197
319
$9K ﹤0.01%
50
320
$9K ﹤0.01%
156
321
$8K ﹤0.01%
+8
322
$8K ﹤0.01%
2,000
323
$7K ﹤0.01%
500
324
$7K ﹤0.01%
109
+52
325
$7K ﹤0.01%
+250
11 12
13
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