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

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

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%
+121
427
$6K ﹤0.01%
50
-5
428
$6K ﹤0.01%
+300
429
$6K ﹤0.01%
23
-34
430
$6K ﹤0.01%
+377
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%
+528
440
$4K ﹤0.01%
+200
441
$4K ﹤0.01%
1,614
442
$4K ﹤0.01%
547
-44
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