PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$67.1M
2
+$37.3M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$16.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.5M

Top Sells

1
+$7.13M
2
+$6M
3
+$5.84M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.84M
5
CVS icon
CVS Health
CVS
+$5.68M

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
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302
$54K 0.01%
761
303
$53K 0.01%
175
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304
$52K 0.01%
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305
$52K 0.01%
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306
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307
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518
308
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309
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310
$51K 0.01%
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$50K 0.01%
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312
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313
$49K 0.01%
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314
$47K 0.01%
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245
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317
$44K 0.01%
720
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$42K ﹤0.01%
686
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$42K ﹤0.01%
140
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1,148
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324
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1,000
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325
$41K ﹤0.01%
342
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11 12
13
14 15