PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.54M 0.02%
11,140
-697
377
$1.52M 0.02%
11,846
-3,382
378
$1.51M 0.02%
69,173
-10,824
379
$1.51M 0.02%
44,895
+437
380
$1.51M 0.02%
6,643
-12,374
381
$1.5M 0.02%
56,744
-16,790
382
$1.5M 0.02%
5,319
+499
383
$1.5M 0.02%
26,761
+2,253
384
$1.49M 0.02%
3,380
-370
385
$1.49M 0.02%
38,738
-9,418
386
$1.48M 0.02%
60,534
-10,173
387
$1.47M 0.02%
16,705
-11,504
388
$1.47M 0.02%
41,200
-13,311
389
$1.47M 0.02%
28,753
-12,345
390
$1.47M 0.02%
33,887
+379
391
$1.45M 0.02%
2,552
+8
392
$1.44M 0.02%
27,875
-8,991
393
$1.44M 0.02%
+15,991
394
$1.44M 0.02%
21,413
-4,097
395
$1.43M 0.02%
15,761
-4,405
396
$1.43M 0.02%
8,377
-2,429
397
$1.43M 0.02%
11,001
-3,546
398
$1.42M 0.02%
5,759
-495
399
$1.42M 0.02%
23,283
-17,408
400
$1.42M 0.02%
12,950
-4,513
14 15
16
17 18