PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.42M 0.02%
46,198
+4,136
402
$1.41M 0.02%
+26,303
403
$1.4M 0.02%
11,007
-5,725
404
$1.39M 0.02%
6,301
-1,011
405
$1.39M 0.02%
16,521
-2,966
406
$1.39M 0.02%
57,111
-42,924
407
$1.38M 0.02%
21,579
-14,804
408
$1.38M 0.02%
19,680
-3,419
409
$1.36M 0.02%
57,477
-18,141
410
$1.35M 0.02%
16,815
-8,029
411
$1.35M 0.02%
12,809
-1,232
412
$1.34M 0.02%
31,800
-446,535
413
$1.34M 0.02%
62,408
414
$1.34M 0.02%
4,783
-1,373
415
$1.33M 0.02%
2,996
-735
416
$1.3M 0.02%
15,731
-9,633
417
$1.3M 0.02%
16,842
-2,750
418
$1.29M 0.02%
11,908
-2,698
419
$1.29M 0.02%
17,324
-3,452
420
$1.29M 0.02%
27,772
-12,306
421
$1.28M 0.02%
16,198
-2,743
422
$1.28M 0.02%
29,559
-4,299
423
$1.27M 0.02%
76,593
-3,297
424
$1.27M 0.02%
18,098
-8,872
425
$1.27M 0.02%
9,148
-6,134
15 16
17
18 19