PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.02M 0.03%
11,682
-4,199
327
$2.02M 0.03%
80,299
-59,689
328
$2.01M 0.03%
+84,627
329
$2.01M 0.03%
34,170
-3,396
330
$2.01M 0.03%
23,559
-3,895
331
$2M 0.03%
4,550
+114
332
$1.99M 0.03%
19,777
-25
333
$1.98M 0.03%
28,314
-15,495
334
$1.98M 0.03%
33,704
-16,575
335
$1.96M 0.03%
80,937
-52,525
336
$1.95M 0.03%
16,897
-684
337
$1.95M 0.03%
21,327
-2,357
338
$1.94M 0.03%
185,937
-86,394
339
$1.94M 0.03%
17,683
-47,073
340
$1.87M 0.02%
57,382
-5,288
341
$1.87M 0.02%
+37,026
342
$1.85M 0.02%
37,568
-1,984
343
$1.85M 0.02%
+44,567
344
$1.82M 0.02%
17,284
-4,655
345
$1.82M 0.02%
12,334
-1,872
346
$1.76M 0.02%
3,761
-732
347
$1.76M 0.02%
10,698
-3,589
348
$1.74M 0.02%
13,098
-7,409
349
$1.73M 0.02%
16,385
-1,988
350
$1.73M 0.02%
6,278
-1,732
12 13
14
15 16