PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K ﹤0.01%
261
-12,689
352
$21K ﹤0.01%
708
353
$21K ﹤0.01%
209
+9
354
$21K ﹤0.01%
+344
355
$21K ﹤0.01%
+700
356
$21K ﹤0.01%
1,200
357
$20K ﹤0.01%
+1,400
358
$19K ﹤0.01%
139
+15
359
$19K ﹤0.01%
1,209
+209
360
$19K ﹤0.01%
580
361
$19K ﹤0.01%
841
+253
362
$19K ﹤0.01%
154
+114
363
$19K ﹤0.01%
259
+1
364
$19K ﹤0.01%
136
365
$18K ﹤0.01%
82
-277
366
$18K ﹤0.01%
+2,700
367
$18K ﹤0.01%
+747
368
$18K ﹤0.01%
+2,710
369
$17K ﹤0.01%
228
+3
370
$17K ﹤0.01%
350
+100
371
$16K ﹤0.01%
682
+2
372
$16K ﹤0.01%
+6,050
373
$16K ﹤0.01%
+312
374
$16K ﹤0.01%
+724
375
$15K ﹤0.01%
+6,000
13 14
15
16 17