PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+6.89%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.72B
AUM Growth
+$339M
(+24%)
Cap. Flow
+$245M
Cap. Flow
% of AUM
14.21%
Top 10 Holdings %
Top 10 Hldgs %
45.8%
Holding
576
New
114
Increased
208
Reduced
49
Closed
199
Top Buys
| 1 |
Apple
AAPL
|
$13.9M |
| 2 |
Schwab International Equity ETF
SCHF
|
$12.3M |
| 3 |
FS KKR Capital
FSK
|
$11.2M |
| 4 |
iShares MSCI Italy ETF
EWI
|
$9.09M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$8.28M |
Top Sells
| 1 |
Alcoa
AA
|
$6.84M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$6.57M |
| 3 |
Accenture
ACN
|
$4.48M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$4.35M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.94M |
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Consumer Discretionary | 6.62% |
| 3 | Financials | 3.95% |
| 4 | Industrials | 3.66% |
| 5 | Communication Services | 3.37% |
