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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$71K 0.01%
501
-11,800
302
$70K 0.01%
+3,709
303
$69K 0.01%
+520
304
$68K 0.01%
992
-456
305
$66K 0.01%
371
-804
306
$63K ﹤0.01%
868
+5
307
$62K ﹤0.01%
1,850
308
$62K ﹤0.01%
1,538
+189
309
$62K ﹤0.01%
1,530
-800
310
$62K ﹤0.01%
330
-2
311
$61K ﹤0.01%
1,472
-24
312
$61K ﹤0.01%
1,000
313
$59K ﹤0.01%
296
-90
314
$58K ﹤0.01%
330
315
$57K ﹤0.01%
960
316
$56K ﹤0.01%
482
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317
$55K ﹤0.01%
2,257
-13
318
$54K ﹤0.01%
295
-13
319
$54K ﹤0.01%
1,500
320
$50K ﹤0.01%
1,009
+132
321
$50K ﹤0.01%
189
322
$50K ﹤0.01%
2,883
-720
323
$49K ﹤0.01%
221
-3,680
324
$49K ﹤0.01%
18,104
+6
325
$49K ﹤0.01%
848
-27
11 12
13
14 15