PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$12.9M
3
+$12.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$11.9M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.5M

Top Sells

1
+$4.61M
2
+$4.34M
3
+$4.2M
4
F icon
Ford
F
+$3.47M
5
STZ icon
Constellation Brands
STZ
+$3.39M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
500
327
$7K ﹤0.01%
218
+104
328
$6K ﹤0.01%
38
-10,562
329
$6K ﹤0.01%
+60
330
$3K ﹤0.01%
+48
331
$3K ﹤0.01%
+490
332
$3K ﹤0.01%
+39
333
$3K ﹤0.01%
+67
334
$3K ﹤0.01%
+93
335
$2K ﹤0.01%
+19
336
$2K ﹤0.01%
+10
337
$1K ﹤0.01%
+5
338
$1K ﹤0.01%
5
-170
339
$1K ﹤0.01%
+32
340
$1K ﹤0.01%
+300
341
$1K ﹤0.01%
+77
342
$1K ﹤0.01%
+15
343
$1K ﹤0.01%
+38
344
$1K ﹤0.01%
+45
345
$1K ﹤0.01%
+12
346
– –
-373
347
– –
-200
348
– –
-100
349
– –
-222
350
– –
-55
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