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
$343M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$6.68M
3 +$5.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.15M
5
F icon
Ford
F
+$4.04M

Top Sells

1 +$5.09M
2 +$5.04M
3 +$4.11M
4
FSLR icon
First Solar
FSLR
+$4.07M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.92M

Sector Composition

1 Technology 12.9%
2 Consumer Discretionary 12.32%
3 Industrials 6.89%
4 Financials 5.83%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.35M 0.97%
33,065
-3,136
27
$3.3M 0.96%
18,352
-16,913
28
$3.28M 0.96%
17,113
+13,542
29
$3.19M 0.93%
+12,200
30
$3.12M 0.91%
+71,700
31
$3.08M 0.9%
41,403
+37,051
32
$3.07M 0.89%
61,212
+2,579
33
$2.99M 0.87%
62,746
+62,423
34
$2.99M 0.87%
37,000
-20
35
$2.93M 0.85%
+24,600
36
$2.73M 0.8%
63,453
+17,238
37
$2.65M 0.77%
+16,200
38
$2.61M 0.76%
+59,664
39
$2.61M 0.76%
133,920
+67,300
40
$2.54M 0.74%
48,660
+783
41
$2.49M 0.73%
52,945
+8,009
42
$2.47M 0.72%
12,548
+665
43
$2.38M 0.69%
28,045
+27,790
44
$2.37M 0.69%
100,084
-1,416
45
$2.31M 0.67%
35,550
-7,027
46
$2.23M 0.65%
42,212
-77,100
47
$2.23M 0.65%
21,304
+1,212
48
$2.2M 0.64%
+34,797
49
$2.16M 0.63%
5,669
-1,283
50
$2.16M 0.63%
+8,100