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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
58
-1,500
427
$4K ﹤0.01%
+55
428
$3K ﹤0.01%
46
429
$3K ﹤0.01%
+600
430
$3K ﹤0.01%
46
+2
431
$3K ﹤0.01%
+17
432
$3K ﹤0.01%
+426
433
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50
434
$3K ﹤0.01%
35
435
$3K ﹤0.01%
36
436
$3K ﹤0.01%
42
437
$2K ﹤0.01%
300
438
$2K ﹤0.01%
+10
439
$2K ﹤0.01%
11
440
$2K ﹤0.01%
+25
441
$2K ﹤0.01%
46
-225
442
$2K ﹤0.01%
+101
443
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51
+1
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$1K ﹤0.01%
5
445
$1K ﹤0.01%
+15
446
$1K ﹤0.01%
10
447
$1K ﹤0.01%
+1
448
$1K ﹤0.01%
+42
449
– –
0
450
$1K ﹤0.01%
+100
16 17
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