PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

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
– –
-113
474
– –
-10,000
475
– –
-1,189
17 18
19
20 21