PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.27M 0.02%
101,155
+10,861
427
$1.26M 0.02%
24,500
+2,050
428
$1.26M 0.02%
1,799
-82
429
$1.26M 0.02%
9,927
-10,355
430
$1.24M 0.02%
7,392
+1,150
431
$1.22M 0.02%
22,626
-3,902
432
$1.21M 0.02%
43,800
-51,265
433
$1.2M 0.02%
11,443
+314
434
$1.2M 0.02%
15,803
-2,717
435
$1.18M 0.02%
10,966
-1,885
436
$1.17M 0.02%
5,312
+562
437
$1.16M 0.02%
2,317
-428
438
$1.16M 0.02%
22,325
-7,386
439
$1.16M 0.02%
1,533
-1,048
440
$1.14M 0.02%
12,915
-1,884
441
$1.14M 0.02%
3,797
-347
442
$1.13M 0.02%
19,466
-201
443
$1.13M 0.02%
1,543
-262
444
$1.13M 0.02%
11,430
-3,090
445
$1.12M 0.01%
17,712
-159
446
$1.11M 0.01%
6,890
-64
447
$1.11M 0.01%
27,206
-16,946
448
$1.09M 0.01%
2,494
-745
449
$1.09M 0.01%
12,841
-3,582
450
$1.08M 0.01%
39,775
+29,747
16 17
18
19 20