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
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

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%
+206
327
$7K ﹤0.01%
230
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%
+300
338
$1K ﹤0.01%
+77
339
$1K ﹤0.01%
+15
340
$1K ﹤0.01%
+38
341
$1K ﹤0.01%
+45
342
$1K ﹤0.01%
+12
343
$1K ﹤0.01%
+5
344
$1K ﹤0.01%
5
-170
345
$1K ﹤0.01%
+32
346
– –
-200
347
– –
-100
348
– –
-222
349
– –
-55
350
– –
-209
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