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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15K ﹤0.01%
153
452
$15K ﹤0.01%
41
453
$14K ﹤0.01%
106
454
$14K ﹤0.01%
80
-14,600
455
$14K ﹤0.01%
318
456
$14K ﹤0.01%
116
457
$14K ﹤0.01%
250
458
$14K ﹤0.01%
681
-681
459
$14K ﹤0.01%
469
460
$14K ﹤0.01%
650
-20
461
$14K ﹤0.01%
210
-2,188
462
$14K ﹤0.01%
270
463
$14K ﹤0.01%
60
-143
464
$14K ﹤0.01%
109
465
$13K ﹤0.01%
96
466
$13K ﹤0.01%
130
467
$13K ﹤0.01%
721
468
$13K ﹤0.01%
233
469
$13K ﹤0.01%
220
470
$13K ﹤0.01%
225
471
$13K ﹤0.01%
440
472
$12K ﹤0.01%
152
473
$12K ﹤0.01%
122
474
$12K ﹤0.01%
355
475
$12K ﹤0.01%
129
17 18
19
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