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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.08M 0.55%
357,054
+31,614
27
$6.84M 0.53%
60,339
+7,665
28
$6.55M 0.51%
129,653
-8,066
29
$6.29M 0.49%
116,549
+5,557
30
$6.08M 0.47%
68,642
+35,453
31
$5.7M 0.44%
65,280
+2,205
32
$5.54M 0.43%
240,350
+40,100
33
$5.4M 0.42%
15,401
+402
34
$5.36M 0.41%
25,059
+15,985
35
$5.36M 0.41%
40,662
+21,400
36
$5.29M 0.41%
+74,702
37
$5.18M 0.4%
238,362
-84,121
38
$5.08M 0.39%
28,041
+15,326
39
$5.05M 0.39%
33,351
+5,044
40
$4.93M 0.38%
46,044
-45,410
41
$4.81M 0.37%
54,920
+1,440
42
$4.8M 0.37%
124,730
-1,478
43
$4.79M 0.37%
40,177
+18,977
44
$4.78M 0.37%
74,184
+3,522
45
$4.75M 0.37%
80,904
+5,600
46
$4.73M 0.37%
128,522
+63,134
47
$4.65M 0.36%
47,046
+46,546
48
$4.57M 0.35%
19,518
+13,269
49
$4.57M 0.35%
32,282
+11,774
50
$4.53M 0.35%
82,113
-2,860
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