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

Top Buys

1 +$19.9M
2 +$16.6M
3 +$15.6M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$15.1M
5
JNJ icon
Johnson & Johnson
JNJ
+$13.2M

Top Sells

1 +$23.1M
2 +$19.4M
3 +$8.05M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$7.44M
5
TMUS icon
T-Mobile US
TMUS
+$5.88M

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
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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
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361
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362
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363
$218K 0.01%
2,324
364
$218K 0.01%
6,309
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365
$217K 0.01%
5,631
-1,212
366
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12,202
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373
$209K 0.01%
5,222
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374
$209K 0.01%
+5,810
375
$208K 0.01%
2,100
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