PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 0.59%
50,760
+6,480
27
$4.88M 0.58%
139,560
+5,430
28
$4.84M 0.57%
30,057
+4,680
29
$4.81M 0.57%
41,930
+9,975
30
$4.78M 0.57%
229,493
+62,654
31
$4.47M 0.53%
186,180
+117,190
32
$4.39M 0.52%
199,356
-7,065
33
$4.33M 0.51%
46,538
+7,544
34
$4.31M 0.51%
39,199
+14,556
35
$4.25M 0.5%
31,393
+12,325
36
$4.12M 0.49%
82,952
-7,930
37
$4.07M 0.48%
171,590
+16,510
38
$4.05M 0.48%
32,155
+26,880
39
$3.93M 0.47%
51,571
+2,453
40
$3.91M 0.46%
122,674
-1,036
41
$3.82M 0.45%
22,897
+13,190
42
$3.81M 0.45%
378,012
+147,762
43
$3.75M 0.44%
119,868
+1,827
44
$3.73M 0.44%
134,516
+33,474
45
$3.61M 0.43%
63,950
+18,824
46
$3.6M 0.43%
92,547
+5,263
47
$3.5M 0.41%
50,289
+11,928
48
$3.48M 0.41%
33,653
+24,372
49
$3.3M 0.39%
25,138
+5,152
50
$3.14M 0.37%
11,056
-5,143
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