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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.13%
+28,224
27
$1.28M 0.99%
+59,369
28
$1.24M 0.96%
+14,533
29
$1.19M 0.91%
+20,280
30
$1.17M 0.9%
+39,595
31
$1.14M 0.88%
+16,880
32
$1.11M 0.85%
+27,260
33
$1.07M 0.82%
+6,050
34
$1.04M 0.8%
+14,615
35
$1.03M 0.8%
+49,800
36
$1.02M 0.79%
+156,572
37
$994K 0.77%
+31,750
38
$992K 0.76%
+5,313
39
$920K 0.71%
+32,200
40
$896K 0.69%
+3,920
41
$868K 0.67%
+6,936
42
$802K 0.62%
+50,025
43
$774K 0.6%
+160,000
44
$770K 0.59%
+4,000
45
$741K 0.57%
+5,500
46
$728K 0.56%
+19,170
47
$701K 0.54%
+6,028
48
$692K 0.53%
+6,854
49
$658K 0.51%
+12,312
50
$639K 0.49%
+12,220
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