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
$1.72B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.2M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$9.09M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.28M

Top Sells

1
+$6.84M
2
+$6.57M
3
+$4.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Sector Composition

1 Technology 8.56%
2 Consumer Discretionary 6.62%
3 Financials 3.95%
4 Industrials 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-13,791
402
– –
-960
403
– –
-520
404
– –
-1,267
405
– –
-23,001
406
– –
-388
407
– –
-62
408
– –
-46
409
– –
-1,420
410
– –
-357
411
– –
-5
412
– –
-410
413
– –
-5
414
– –
-1,000
415
– –
-6,500
416
– –
-947
417
– –
-3,504
418
– –
-3,992
419
– –
-8,302
420
– –
-125
421
– –
-2,996
422
– –
-135
423
– –
-77
424
– –
-214
425
– –
-3,489
15 16
17
18 19