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
451
$1.08M 0.01%
110,861
+4,778
452
$1.07M 0.01%
20,244
-204,039
453
$1.06M 0.01%
3,400
-1,367
454
$1.06M 0.01%
1,842
+1,168
455
$1.06M 0.01%
2,373
-173
456
$1.06M 0.01%
5,391
-1,071
457
$1.05M 0.01%
+29,212
458
$1.05M 0.01%
38,497
-5,470
459
$1.05M 0.01%
2,900
-890
460
$1.05M 0.01%
3,171
-750
461
$1.05M 0.01%
14,309
-1,018
462
$1.04M 0.01%
24,062
-1,684
463
$1.04M 0.01%
24,686
-291
464
$1.04M 0.01%
9,365
+905
465
$1.03M 0.01%
14,998
-2,638
466
$1.02M 0.01%
20,770
+817
467
$1.02M 0.01%
3,265
-1,346
468
$1.01M 0.01%
1,131
-149
469
$1M 0.01%
8,279
-1,348
470
$998K 0.01%
16,654
-3,318
471
$991K 0.01%
10,888
-14,473
472
$990K 0.01%
13,756
-32
473
$986K 0.01%
7,680
-4,239
474
$960K 0.01%
16,981
-5,657
475
$947K 0.01%
81,914
-15,781
17 18
19
20 21