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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$11K ﹤0.01%
230
402
$11K ﹤0.01%
+479
403
$11K ﹤0.01%
318
404
$10K ﹤0.01%
174
-503
405
$9K ﹤0.01%
+496
406
$9K ﹤0.01%
500
407
$9K ﹤0.01%
+227
408
$8K ﹤0.01%
64
+14
409
$8K ﹤0.01%
+95
410
$8K ﹤0.01%
520
411
$8K ﹤0.01%
+107
412
$8K ﹤0.01%
+31
413
$8K ﹤0.01%
104
414
$7K ﹤0.01%
502
-64
415
$7K ﹤0.01%
+86
416
$6K ﹤0.01%
+42
417
$6K ﹤0.01%
30
418
$6K ﹤0.01%
124
419
$6K ﹤0.01%
5
420
$5K ﹤0.01%
+338
421
$5K ﹤0.01%
584
422
$4K ﹤0.01%
275
423
$4K ﹤0.01%
100
424
$4K ﹤0.01%
71
425
$4K ﹤0.01%
+250
15 16
17
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