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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

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%
+700
353
$21K ﹤0.01%
708
354
$21K ﹤0.01%
209
+9
355
$21K ﹤0.01%
+344
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%
+2,700
366
$18K ﹤0.01%
82
-277
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%
+6,050
372
$16K ﹤0.01%
+312
373
$16K ﹤0.01%
+724
374
$16K ﹤0.01%
682
+2
375
$15K ﹤0.01%
+6,000
13 14
15
16 17