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
451
$2K ﹤0.01%
+81
452
$2K ﹤0.01%
+42
453
$2K ﹤0.01%
27
-572
454
$2K ﹤0.01%
60
+30
455
$2K ﹤0.01%
+64
456
$2K ﹤0.01%
18
+13
457
– –
0
458
$1K ﹤0.01%
10
+1
459
$1K ﹤0.01%
27
-64
460
$1K ﹤0.01%
91
+20
461
$1K ﹤0.01%
300
462
$1K ﹤0.01%
38
463
$1K ﹤0.01%
+28
464
$1K ﹤0.01%
5
465
$1K ﹤0.01%
+30
466
$1K ﹤0.01%
+110
467
$1K ﹤0.01%
+24
468
$1K ﹤0.01%
33
-131
469
$1K ﹤0.01%
+148
470
$1K ﹤0.01%
570
471
$1K ﹤0.01%
689
472
$1K ﹤0.01%
5
+4
473
– –
-436
474
– –
-63
475
– –
-358
17 18
19
20 21