PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.09M 0.93%
96,372
+47,712
27
$5.03M 0.92%
82,525
+82,191
28
$5M 0.91%
172,561
+30,778
29
$4.8M 0.88%
38,575
+30,591
30
$4.68M 0.85%
85,960
-10,795
31
$4.66M 0.85%
64,259
-5,101
32
$4.58M 0.84%
181,167
+81,083
33
$4.58M 0.84%
240,897
+156,915
34
$4.53M 0.83%
164,118
+164,085
35
$4.27M 0.78%
94,110
+31,364
36
$4.14M 0.76%
+68,276
37
$4.04M 0.74%
46,343
-9,050
38
$3.8M 0.69%
28,392
+16,879
39
$3.8M 0.69%
+263,320
40
$3.79M 0.69%
20,287
+1,935
41
$3.65M 0.67%
55,512
+13,300
42
$3.44M 0.63%
49,986
+33,796
43
$3.27M 0.6%
24,600
44
$3.21M 0.59%
67,122
-84,795
45
$3.18M 0.58%
64,523
+3,311
46
$3.16M 0.58%
72,406
+8,953
47
$3.14M 0.57%
16,264
+8,935
48
$3.09M 0.56%
+100,597
49
$2.94M 0.54%
164,532
+155,664
50
$2.82M 0.51%
150,040
-154,700
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