PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$37.3M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$16.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.5M

Top Sells

1
+$7.13M
2
+$6M
3
+$5.84M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.84M
5
CVS icon
CVS Health
CVS
+$5.68M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17K ﹤0.01%
162
427
$17K ﹤0.01%
84
+30
428
$17K ﹤0.01%
131
429
$17K ﹤0.01%
310
430
$17K ﹤0.01%
70
431
$17K ﹤0.01%
784
-1,106
432
$17K ﹤0.01%
640
-24,964
433
$17K ﹤0.01%
+279
434
$17K ﹤0.01%
1,000
435
$17K ﹤0.01%
362
436
$17K ﹤0.01%
287
437
$16K ﹤0.01%
401
438
$16K ﹤0.01%
653
439
$16K ﹤0.01%
565
440
$16K ﹤0.01%
580
441
$16K ﹤0.01%
125
442
$16K ﹤0.01%
780
443
$16K ﹤0.01%
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444
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96
445
$16K ﹤0.01%
350
446
$16K ﹤0.01%
+1,011
447
$15K ﹤0.01%
153
448
$15K ﹤0.01%
65
-33
449
$15K ﹤0.01%
40
450
$15K ﹤0.01%
57
-200
16 17
18
19 20