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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$38K ﹤0.01%
1,117
-1,133
302
$37K ﹤0.01%
+239
303
$36K ﹤0.01%
2,668
+812
304
$36K ﹤0.01%
1,000
305
$35K ﹤0.01%
241
-13
306
$35K ﹤0.01%
1,340
-449
307
$35K ﹤0.01%
+1,700
308
$35K ﹤0.01%
116
+23
309
$34K ﹤0.01%
1,642
-14,505
310
$34K ﹤0.01%
1,091
-511
311
$33K ﹤0.01%
185
+10
312
$33K ﹤0.01%
147
-28
313
$33K ﹤0.01%
+572
314
$33K ﹤0.01%
371
+29
315
$33K ﹤0.01%
14,983
+8,000
316
$30K ﹤0.01%
1,036
+257
317
$30K ﹤0.01%
1,500
318
$30K ﹤0.01%
172
+10
319
$30K ﹤0.01%
+7,100
320
$30K ﹤0.01%
+372
321
$30K ﹤0.01%
1,995
+570
322
$29K ﹤0.01%
852
-342
323
$29K ﹤0.01%
660
324
$29K ﹤0.01%
+3,950
325
$28K ﹤0.01%
675
+550
11 12
13
14 15