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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K ﹤0.01%
675
+550
327
$28K ﹤0.01%
749
-179
328
$28K ﹤0.01%
+1,040
329
$27K ﹤0.01%
578
-2
330
$27K ﹤0.01%
890
-25
331
$27K ﹤0.01%
896
-78
332
$27K ﹤0.01%
+286
333
$27K ﹤0.01%
+1,370
334
$26K ﹤0.01%
+3,665
335
$26K ﹤0.01%
2,617
-9,801
336
$26K ﹤0.01%
4,161
+783
337
$26K ﹤0.01%
1,400
338
$26K ﹤0.01%
544
-618
339
$26K ﹤0.01%
639
340
$24K ﹤0.01%
153
-92
341
$24K ﹤0.01%
1,002
-845
342
$24K ﹤0.01%
1,009
-2,141
343
$23K ﹤0.01%
+1,000
344
$23K ﹤0.01%
405
-995
345
$23K ﹤0.01%
326
+164
346
$23K ﹤0.01%
300
347
$23K ﹤0.01%
1,650
-350
348
$23K ﹤0.01%
277
+5
349
$22K ﹤0.01%
1,878
+12
350
$22K ﹤0.01%
1,549
+110
12 13
14
15 16