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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$54K 0.01%
254
+98
302
$54K 0.01%
761
303
$53K 0.01%
175
-57
304
$52K 0.01%
753
305
$52K 0.01%
+3,209
306
$52K 0.01%
574
307
$52K 0.01%
518
308
$52K 0.01%
1,116
309
$51K 0.01%
2,000
310
$51K 0.01%
928
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311
$50K 0.01%
927
-300
312
$50K 0.01%
547
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313
$49K 0.01%
605
314
$47K 0.01%
2,370
-559
315
$47K 0.01%
1,170
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316
$45K 0.01%
245
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317
$44K 0.01%
720
+300
318
$43K ﹤0.01%
863
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319
$43K ﹤0.01%
779
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320
$43K ﹤0.01%
596
321
$42K ﹤0.01%
140
322
$42K ﹤0.01%
686
323
$42K ﹤0.01%
1,148
-297
324
$41K ﹤0.01%
342
+142
325
$41K ﹤0.01%
1,000
+400
11 12
13
14 15