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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$207K 0.01%
126
377
$206K 0.01%
9,869
-400
378
$206K 0.01%
2,914
-617
379
$206K 0.01%
17,879
+2,004
380
$203K 0.01%
+664
381
$203K 0.01%
+4,636
382
$201K 0.01%
3,672
+86
383
$201K 0.01%
+6,845
384
$193K 0.01%
61,494
385
$142K 0.01%
24,119
-1,333
386
$122K 0.01%
15,142
387
$120K 0.01%
14,408
+544
388
$107K 0.01%
10,001
-819
389
$86K ﹤0.01%
+10,621
390
$75K ﹤0.01%
+11,512
391
$67K ﹤0.01%
1,029
392
$65K ﹤0.01%
10,000
393
$58K ﹤0.01%
2,132
-39
394
$55K ﹤0.01%
+50,000
395
$42K ﹤0.01%
16,911
+400
396
$13K ﹤0.01%
15,135
397
$3K ﹤0.01%
71
398
– –
0
399
$2K ﹤0.01%
21
400
– –
-49,431
14 15
16
17 18