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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$226K 0.01%
6,694
327
$226K 0.01%
3,597
328
$226K 0.01%
1,351
329
$225K 0.01%
1,164
330
$221K 0.01%
2,570
331
$220K 0.01%
3,687
332
$219K 0.01%
5,757
333
$212K 0.01%
2,608
334
$205K 0.01%
2,665
335
$205K 0.01%
5,331
336
$204K 0.01%
5,158
337
$181K 0.01%
15,966
338
$166K 0.01%
10,573
339
$166K 0.01%
13,188
340
$6K ﹤0.01%
343
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