PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.73M 0.02%
24,343
-5,660
352
$1.72M 0.02%
28,372
+19,980
353
$1.72M 0.02%
48,723
-31,415
354
$1.72M 0.02%
3,505
-342
355
$1.71M 0.02%
13,032
-425
356
$1.7M 0.02%
7,999
+1,071
357
$1.7M 0.02%
31,215
-884
358
$1.69M 0.02%
27,553
-9,581
359
$1.67M 0.02%
15,441
-577
360
$1.66M 0.02%
6,692
-148
361
$1.66M 0.02%
12,312
-1,257
362
$1.65M 0.02%
16,359
-12,496
363
$1.64M 0.02%
33,599
-14,218
364
$1.62M 0.02%
68,335
-81,874
365
$1.61M 0.02%
15,895
-3,253
366
$1.61M 0.02%
78,923
-261
367
$1.61M 0.02%
23,839
-7,316
368
$1.6M 0.02%
35,134
-1,914
369
$1.58M 0.02%
3,921
-217
370
$1.58M 0.02%
+11,012
371
$1.58M 0.02%
31,885
-62,190
372
$1.58M 0.02%
4,590
-465
373
$1.57M 0.02%
26,843
+1,057
374
$1.55M 0.02%
5,103
-497
375
$1.55M 0.02%
7,993
+111
13 14
15
16 17