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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$49K ﹤0.01%
170
327
$48K ﹤0.01%
239
+67
328
$46K ﹤0.01%
1,676
-504
329
$46K ﹤0.01%
1,685
-273
330
$46K ﹤0.01%
433
+20
331
$45K ﹤0.01%
619
+278
332
$45K ﹤0.01%
665
333
$45K ﹤0.01%
1,085
-69,062
334
$44K ﹤0.01%
1,264
-28
335
$43K ﹤0.01%
457
+50
336
$43K ﹤0.01%
468
+78
337
$42K ﹤0.01%
138
+13
338
$42K ﹤0.01%
2,033
-8,235
339
$42K ﹤0.01%
518
-27
340
$41K ﹤0.01%
271
+45
341
$41K ﹤0.01%
272
-4
342
$40K ﹤0.01%
1,064
343
$39K ﹤0.01%
1,300
+5
344
$39K ﹤0.01%
1,370
345
$37K ﹤0.01%
548
+3
346
$37K ﹤0.01%
330
347
$36K ﹤0.01%
1,000
-3,000
348
$35K ﹤0.01%
63
349
$35K ﹤0.01%
+175
350
$35K ﹤0.01%
821
12 13
14
15 16