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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22K ﹤0.01%
57
377
$22K ﹤0.01%
+650
378
$21K ﹤0.01%
542
+2
379
$21K ﹤0.01%
976
+876
380
$21K ﹤0.01%
447
-36,815
381
$20K ﹤0.01%
+67
382
$19K ﹤0.01%
290
+200
383
$18K ﹤0.01%
232
+5
384
$17K ﹤0.01%
1,820
-40
385
$17K ﹤0.01%
+349
386
$15K ﹤0.01%
100
387
$15K ﹤0.01%
96
388
$15K ﹤0.01%
+75
389
$15K ﹤0.01%
+38
390
$15K ﹤0.01%
848
391
$15K ﹤0.01%
82
-18
392
$14K ﹤0.01%
121
+74
393
$14K ﹤0.01%
384
+84
394
$14K ﹤0.01%
660
-1,410
395
$13K ﹤0.01%
324
-101
396
$13K ﹤0.01%
437
397
$12K ﹤0.01%
273
398
$11K ﹤0.01%
+116
399
$11K ﹤0.01%
950
400
$11K ﹤0.01%
100
14 15
16
17 18