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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$40K ﹤0.01%
750
+540
327
$39K ﹤0.01%
1,439
-674
328
$39K ﹤0.01%
190
329
$39K ﹤0.01%
1,500
330
$39K ﹤0.01%
660
331
$39K ﹤0.01%
291
+19
332
$38K ﹤0.01%
626
-240
333
$38K ﹤0.01%
+1,400
334
$37K ﹤0.01%
530
335
$37K ﹤0.01%
436
336
$37K ﹤0.01%
3,000
337
$37K ﹤0.01%
332
-62
338
$37K ﹤0.01%
314
-8
339
$36K ﹤0.01%
175
-43
340
$36K ﹤0.01%
394
+193
341
$36K ﹤0.01%
2,000
342
$35K ﹤0.01%
585
343
$35K ﹤0.01%
6,983
+1,983
344
$35K ﹤0.01%
2,162
+1,636
345
$35K ﹤0.01%
124
+9
346
$34K ﹤0.01%
580
+100
347
$34K ﹤0.01%
100
348
$34K ﹤0.01%
230
-91
349
$34K ﹤0.01%
162
+1
350
$34K ﹤0.01%
294
-9
12 13
14
15 16