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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.17M 0.57%
33,823
+20,575
27
$8.94M 0.56%
126,006
+70,327
28
$8.64M 0.54%
88,318
-27,236
29
$8.58M 0.54%
+154,809
30
$8.18M 0.51%
73,005
+44,501
31
$8.04M 0.5%
138,573
-10,824
32
$7.97M 0.5%
77,427
-35,712
33
$7.46M 0.47%
58,633
+50,827
34
$7.02M 0.44%
31,918
+13,155
35
$6.83M 0.43%
131,168
-27,797
36
$6.8M 0.42%
125,881
-9,681
37
$6.78M 0.42%
90,047
-19,891
38
$6.77M 0.42%
16,739
+963
39
$6.67M 0.42%
117,180
-65,830
40
$6.57M 0.41%
64,778
-28,817
41
$6.3M 0.39%
32,838
-13,233
42
$6.27M 0.39%
18,469
+498
43
$6.2M 0.39%
22,704
-270
44
$6.19M 0.39%
78,384
+22,317
45
$6.17M 0.39%
46,260
-6,680
46
$6.08M 0.38%
+276,621
47
$6.01M 0.38%
17,125
+9,011
48
$5.95M 0.37%
122,620
+8,380
49
$5.91M 0.37%
137,315
+110,764
50
$5.79M 0.36%
313,064
-28,648
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