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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$34K ﹤0.01%
639
352
$33K ﹤0.01%
645
353
$33K ﹤0.01%
2,228
+728
354
$33K ﹤0.01%
290
355
$32K ﹤0.01%
161
+46
356
$32K ﹤0.01%
93
357
$31K ﹤0.01%
+559
358
$30K ﹤0.01%
1,381
359
$30K ﹤0.01%
26
360
$30K ﹤0.01%
272
+8
361
$30K ﹤0.01%
1,400
362
$29K ﹤0.01%
708
+502
363
$29K ﹤0.01%
262
364
$29K ﹤0.01%
1,000
365
$29K ﹤0.01%
1,200
366
$28K ﹤0.01%
423
367
$28K ﹤0.01%
300
368
$28K ﹤0.01%
974
-104
369
$28K ﹤0.01%
1,425
+141
370
$27K ﹤0.01%
835
+355
371
$27K ﹤0.01%
350
372
$27K ﹤0.01%
915
-665
373
$27K ﹤0.01%
97
374
$26K ﹤0.01%
1,866
+11
375
$26K ﹤0.01%
179
-2
13 14
15
16 17