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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$233K 0.01%
+5,854
352
$231K 0.01%
1,477
+205
353
$230K 0.01%
2,236
-805
354
$228K 0.01%
1,497
-2,337
355
$226K 0.01%
+8,544
356
$224K 0.01%
5,485
-256
357
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7,143
-8,263
358
$223K 0.01%
30,634
+1,861
359
$222K 0.01%
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360
$222K 0.01%
+3,643
361
$221K 0.01%
+1,217
362
$218K 0.01%
+2,331
363
$218K 0.01%
2,324
364
$218K 0.01%
6,309
-1,277
365
$217K 0.01%
5,631
-1,212
366
$217K 0.01%
+2,068
367
$214K 0.01%
13,247
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368
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369
$211K 0.01%
3,827
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370
$211K 0.01%
6,672
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371
$211K 0.01%
12,202
-576
372
$210K 0.01%
+2,119
373
$209K 0.01%
5,222
-1,972
374
$209K 0.01%
+5,810
375
$208K 0.01%
2,100
-973
13 14
15
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