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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$281K 0.02%
1,794
-55
302
$279K 0.02%
3,546
303
$278K 0.02%
4,127
304
$273K 0.02%
17,859
305
$270K 0.02%
698
306
$269K 0.02%
1,195
307
$269K 0.02%
1,927
308
$267K 0.01%
2,200
309
$264K 0.01%
3,687
310
$263K 0.01%
1,508
311
$261K 0.01%
10,484
312
$260K 0.01%
2,431
313
$260K 0.01%
1,057
314
$259K 0.01%
490
315
$252K 0.01%
1,231
316
$252K 0.01%
4,036
317
$250K 0.01%
854
318
$248K 0.01%
4,931
319
$248K 0.01%
983
320
$243K 0.01%
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321
$243K 0.01%
1,446
322
$236K 0.01%
2,921
323
$234K 0.01%
6,700
324
$232K 0.01%
25,452
325
$231K 0.01%
1,197
10 11 12
13
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