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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5M 0.57%
38,994
+19,154
27
$4.97M 0.57%
196,862
-231,004
28
$4.9M 0.56%
155,080
+152,320
29
$4.78M 0.55%
+89,236
30
$4.77M 0.54%
25,377
+21,379
31
$4.68M 0.54%
33,609
+23,898
32
$4.65M 0.53%
61,499
+51,581
33
$4.65M 0.53%
123,710
+8,529
34
$4.58M 0.52%
+90,882
35
$4.53M 0.52%
71,996
+48,552
36
$4.52M 0.52%
35,297
+3,334
37
$4.38M 0.5%
72,340
-10,260
38
$4.35M 0.5%
49,118
-38,267
39
$4.23M 0.48%
87,284
+3,489
40
$4.13M 0.47%
72,429
-42,919
41
$4.09M 0.47%
44,280
-17,480
42
$4.02M 0.46%
254,576
-10,654
43
$4.01M 0.46%
34,710
+34,600
44
$3.95M 0.45%
77,443
-61,437
45
$3.87M 0.44%
70,668
-41,813
46
$3.85M 0.44%
118,041
+67,647
47
$3.74M 0.43%
134,130
+93,000
48
$3.64M 0.42%
169,109
+20,826
49
$3.6M 0.41%
31,955
+24,486
50
$3.58M 0.41%
60,319
+23,264
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