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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6K ﹤0.01%
23
-34
427
$6K ﹤0.01%
+377
428
$6K ﹤0.01%
538
-21,165
429
$6K ﹤0.01%
132
+98
430
$6K ﹤0.01%
174
431
$5K ﹤0.01%
+100
432
$5K ﹤0.01%
500
433
$5K ﹤0.01%
215
434
$4K ﹤0.01%
50
435
$4K ﹤0.01%
1,439
+1,410
436
$4K ﹤0.01%
+300
437
$4K ﹤0.01%
+82
438
$4K ﹤0.01%
+400
439
$4K ﹤0.01%
547
-44
440
$4K ﹤0.01%
+528
441
$4K ﹤0.01%
+200
442
$4K ﹤0.01%
1,614
443
$4K ﹤0.01%
26
444
$3K ﹤0.01%
+71
445
$3K ﹤0.01%
30
-116
446
$3K ﹤0.01%
22
+12
447
$3K ﹤0.01%
+102
448
$3K ﹤0.01%
40
+1
449
$3K ﹤0.01%
32
-1
450
$2K ﹤0.01%
884
16 17
18
19 20