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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$310K 0.02%
2,282
+554
302
$304K 0.02%
1,470
303
$301K 0.02%
+4,287
304
$300K 0.02%
4,014
-32
305
$299K 0.02%
6,010
+108
306
$298K 0.02%
11,993
+600
307
$297K 0.02%
5,304
308
$293K 0.02%
+1,055
309
$293K 0.02%
3,944
-3,390
310
$292K 0.02%
1,774
-66
311
$292K 0.02%
+2,301
312
$289K 0.02%
+4,878
313
$289K 0.02%
2,028
+344
314
$288K 0.02%
2,242
+282
315
$288K 0.02%
1,829
+189
316
$286K 0.02%
1,604
+19
317
$285K 0.02%
+4,167
318
$284K 0.02%
+6,007
319
$283K 0.02%
16,166
-1,517
320
$282K 0.02%
3,790
-280
321
$281K 0.02%
+1,556
322
$281K 0.02%
1,892
+526
323
$277K 0.02%
+3,022
324
$276K 0.02%
4,767
-24
325
$274K 0.02%
2,345
-22,021
11 12
13
14 15