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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5K ﹤0.01%
+1,416
377
$5K ﹤0.01%
+10
378
– –
0
379
$3K ﹤0.01%
+71
380
$2K ﹤0.01%
+21
381
– –
-1,197
382
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-1,508
383
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-6,700
384
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-5,800
385
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386
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387
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-9,142
388
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-16,572
389
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-22,292
390
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-68,608
391
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-2,100
392
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-8,354
393
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-6,290
394
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-19,423
395
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-10,573
396
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-52,713
397
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-11,012
398
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399
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400
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