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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
+345
402
$10K ﹤0.01%
+329
403
$10K ﹤0.01%
+109
404
$10K ﹤0.01%
2,004
+1,956
405
$10K ﹤0.01%
+848
406
$9K ﹤0.01%
104
-126
407
$9K ﹤0.01%
653
408
$9K ﹤0.01%
672
+149
409
$9K ﹤0.01%
520
-264
410
$9K ﹤0.01%
+272
411
$8K ﹤0.01%
+274
412
$8K ﹤0.01%
518
413
$8K ﹤0.01%
318
414
$8K ﹤0.01%
470
+30
415
$8K ﹤0.01%
1,484
416
$8K ﹤0.01%
+200
417
$7K ﹤0.01%
+124
418
$7K ﹤0.01%
585
+100
419
$7K ﹤0.01%
+279
420
$7K ﹤0.01%
260
+30
421
$6K ﹤0.01%
538
-21,165
422
$6K ﹤0.01%
132
+98
423
$6K ﹤0.01%
174
424
$6K ﹤0.01%
681
425
$6K ﹤0.01%
1,220
15 16
17
18 19