PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.39M 0.03%
9,996
-3,270
302
$2.32M 0.03%
37,584
-354
303
$2.32M 0.03%
19,406
-5,551
304
$2.31M 0.03%
7,210
-611
305
$2.31M 0.03%
21,115
-1,178
306
$2.3M 0.03%
7,549
+4,103
307
$2.3M 0.03%
8,968
-692
308
$2.26M 0.03%
865
+63
309
$2.24M 0.03%
108,092
-59,794
310
$2.24M 0.03%
11,349
-3,103
311
$2.24M 0.03%
20,209
-5,169
312
$2.22M 0.03%
69,869
-29,130
313
$2.21M 0.03%
24,745
-2,318
314
$2.19M 0.03%
9,639
-4,610
315
$2.18M 0.03%
+75,958
316
$2.18M 0.03%
2,743
-861
317
$2.17M 0.03%
17,897
-1,662
318
$2.16M 0.03%
15,569
-7,213
319
$2.13M 0.03%
72,579
-20,109
320
$2.12M 0.03%
6,247
-234
321
$2.1M 0.03%
3,912
-137
322
$2.08M 0.03%
34,805
-32,134
323
$2.08M 0.03%
37,063
-6,297
324
$2.08M 0.03%
7,163
-950
325
$2.04M 0.03%
7,642
+832
11 12
13
14 15