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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$35K ﹤0.01%
865
+118
352
$35K ﹤0.01%
286
353
$34K ﹤0.01%
2,020
-13,835
354
$34K ﹤0.01%
1,200
355
$33K ﹤0.01%
350
356
$32K ﹤0.01%
158
+62
357
$32K ﹤0.01%
3,200
+1,000
358
$31K ﹤0.01%
1,000
-1,000
359
$31K ﹤0.01%
121
+74
360
$31K ﹤0.01%
554
+3
361
$30K ﹤0.01%
+208
362
$30K ﹤0.01%
128
+36
363
$29K ﹤0.01%
+195
364
$29K ﹤0.01%
1,000
-300
365
$29K ﹤0.01%
2,617
366
$28K ﹤0.01%
3,600
-59,400
367
$27K ﹤0.01%
500
368
$27K ﹤0.01%
258
+165
369
$26K ﹤0.01%
1,000
370
$24K ﹤0.01%
+739
371
$24K ﹤0.01%
300
372
$24K ﹤0.01%
653
+3
373
$23K ﹤0.01%
68
+22
374
$22K ﹤0.01%
802
375
$22K ﹤0.01%
+421
13 14
15
16 17