PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
-5.24%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.74B
AUM Growth
+$65.4M
(+3.9%)
Cap. Flow
+$160M
Cap. Flow
% of AUM
9.19%
Top 10 Holdings %
Top 10 Hldgs %
43.5%
Holding
441
New
61
Increased
178
Reduced
140
Closed
42
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$17.8M |
| 2 |
Apple
AAPL
|
$14.6M |
| 3 |
Microsoft
MSFT
|
$13.8M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$13.4M |
| 5 |
Johnson & Johnson
JNJ
|
$12.7M |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$20.6M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$17.5M |
| 3 |
Thermo Fisher Scientific
TMO
|
$7.3M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$6.73M |
| 5 |
T-Mobile US
TMUS
|
$5.61M |
Sector Composition
| 1 | Technology | 9.35% |
| 2 | Healthcare | 5.14% |
| 3 | Consumer Discretionary | 4.63% |
| 4 | Consumer Staples | 3.81% |
| 5 | Industrials | 3.74% |
