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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$273K 0.02%
+879
327
$269K 0.02%
2,489
+678
328
$268K 0.02%
6,334
-4,679
329
$267K 0.02%
7,950
-927
330
$266K 0.02%
4,648
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331
$264K 0.02%
5,268
-26
332
$260K 0.01%
1,179
-81
333
$260K 0.01%
6,456
+575
334
$255K 0.01%
2,905
+518
335
$255K 0.01%
2,752
-2,968
336
$251K 0.01%
3,905
-4,872
337
$249K 0.01%
+5,438
338
$249K 0.01%
2,432
-1,978
339
$248K 0.01%
+8,784
340
$248K 0.01%
13,124
-2,893
341
$248K 0.01%
23,000
342
$248K 0.01%
10,604
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343
$247K 0.01%
6,551
+91
344
$247K 0.01%
+8,656
345
$244K 0.01%
3,922
-249
346
$241K 0.01%
8,940
+1,040
347
$241K 0.01%
3,481
+61
348
$239K 0.01%
+4,102
349
$238K 0.01%
8,102
-3,027
350
$233K 0.01%
+3,239
12 13
14
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