PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+7.81%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$90.8M
(+7%)
Cap. Flow
+$7.57M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
50.22%
Holding
520
New
67
Increased
176
Reduced
165
Closed
57
Top Buys
| 1 |
Caterpillar
CAT
|
+$7.03M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$5.9M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$5.59M |
| 4 |
iShares MSCI Global Metals & Mining Producers ETF
PICK
|
+$4.43M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$4.4M |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
+$40.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$12.3M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$6.3M |
| 4 |
Albertsons Companies
ACI
|
+$4.58M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$4.57M |
Sector Composition
| 1 | Technology | 7.16% |
| 2 | Consumer Discretionary | 5.93% |
| 3 | Industrials | 4.06% |
| 4 | Financials | 3.14% |
| 5 | Communication Services | 2.88% |
