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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
5
452
$1K ﹤0.01%
+15
453
– –
-27,002
454
– –
-12,066
455
– –
-992
456
– –
-15,106
457
– –
-109
458
– –
-1,000
459
– –
-2,000
460
– –
-680
461
– –
-354
462
– –
-1,250
463
– –
-100
464
– –
-19
465
– –
-94
466
– –
-2,342
467
– –
-201
468
– –
-513
469
– –
-46,502
470
– –
-82
471
– –
-7,349
472
– –
-50
473
– –
-10,170
474
– –
-3
475
– –
-660
16 17 18
19
20