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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
+3,140
377
$15K ﹤0.01%
320
+10
378
$15K ﹤0.01%
+5,900
379
$15K ﹤0.01%
1,400
380
$15K ﹤0.01%
+472
381
$14K ﹤0.01%
795
+15
382
$14K ﹤0.01%
1,000
383
$14K ﹤0.01%
+920
384
$14K ﹤0.01%
+1,413
385
$14K ﹤0.01%
1,381
386
$14K ﹤0.01%
63
+6
387
$14K ﹤0.01%
234
+116
388
$14K ﹤0.01%
277
+44
389
$13K ﹤0.01%
529
+514
390
$13K ﹤0.01%
615
-533
391
$13K ﹤0.01%
131
392
$12K ﹤0.01%
3,000
393
$12K ﹤0.01%
+848
394
$12K ﹤0.01%
2,334
+106
395
$12K ﹤0.01%
+272
396
$12K ﹤0.01%
350
397
$11K ﹤0.01%
1,305
398
$11K ﹤0.01%
+1,820
399
$10K ﹤0.01%
383
-961
400
$10K ﹤0.01%
96
14 15
16
17 18