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

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

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%
1,000
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%
2,617
-9,801
335
$26K ﹤0.01%
4,161
+783
336
$26K ﹤0.01%
1,400
337
$26K ﹤0.01%
544
-618
338
$26K ﹤0.01%
639
339
$26K ﹤0.01%
+3,665
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%
405
-995
344
$23K ﹤0.01%
326
+164
345
$23K ﹤0.01%
300
346
$23K ﹤0.01%
1,650
-350
347
$23K ﹤0.01%
277
+5
348
$23K ﹤0.01%
+1,000
349
$22K ﹤0.01%
1,878
+12
350
$22K ﹤0.01%
1,549
+110
12 13
14
15 16