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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$26K ﹤0.01%
169
377
$26K ﹤0.01%
480
378
$26K ﹤0.01%
100
379
$25K ﹤0.01%
1,088
-212
380
$25K ﹤0.01%
+1,453
381
$25K ﹤0.01%
45
-40
382
$25K ﹤0.01%
148
+7
383
$24K ﹤0.01%
125
-100
384
$24K ﹤0.01%
100
-74
385
$24K ﹤0.01%
369
386
$24K ﹤0.01%
364
387
$23K ﹤0.01%
90
388
$23K ﹤0.01%
1,121
-1,225
389
$23K ﹤0.01%
240
390
$23K ﹤0.01%
172
-41
391
$23K ﹤0.01%
162
392
$23K ﹤0.01%
311
393
$22K ﹤0.01%
252
394
$22K ﹤0.01%
74
395
$22K ﹤0.01%
200
-75
396
$22K ﹤0.01%
225
+1
397
$22K ﹤0.01%
258
+120
398
$21K ﹤0.01%
124
399
$21K ﹤0.01%
+2,730
400
$21K ﹤0.01%
+580
14 15
16
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