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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,249
402
– –
-4,844
403
– –
-1,720
404
– –
-14,213
405
– –
-5,858
406
– –
-7,092
13 14 15 16
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