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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$21K ﹤0.01%
1,575
402
$21K ﹤0.01%
127
-15
403
$21K ﹤0.01%
136
404
$21K ﹤0.01%
+304
405
$21K ﹤0.01%
111
406
$20K ﹤0.01%
680
-438
407
$20K ﹤0.01%
553
+167
408
$20K ﹤0.01%
230
409
$20K ﹤0.01%
106
410
$20K ﹤0.01%
1,484
+900
411
$19K ﹤0.01%
436
412
$19K ﹤0.01%
509
413
$19K ﹤0.01%
442
-760
414
$19K ﹤0.01%
99
415
$19K ﹤0.01%
1,000
416
$19K ﹤0.01%
300
-115
417
$19K ﹤0.01%
124
418
$18K ﹤0.01%
23
419
$18K ﹤0.01%
302
-198
420
$18K ﹤0.01%
358
-70
421
$18K ﹤0.01%
57
+17
422
$18K ﹤0.01%
188
423
$18K ﹤0.01%
300
424
$17K ﹤0.01%
310
425
$17K ﹤0.01%
70
15 16
17
18 19