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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.67%
104,574
-4,956
27
$11.9M 0.66%
58,198
-507
28
$11.9M 0.66%
84,379
-758
29
$11.3M 0.63%
78,080
-520
30
$10.8M 0.6%
57,421
-282
31
$10.5M 0.59%
41,435
-207
32
$10.2M 0.56%
70,579
-361
33
$9.73M 0.54%
84,452
-1,025
34
$9.68M 0.54%
32,389
-181
35
$9.57M 0.53%
28,467
36
$9.51M 0.53%
171,028
-3,012
37
$9.25M 0.51%
139,010
-23,500
38
$8.94M 0.5%
24,885
-2,822
39
$8.18M 0.45%
51,173
-6,035
40
$7.81M 0.43%
190,776
-190,776
41
$7.59M 0.42%
64,872
-456
42
$7.48M 0.42%
19,112
-121
43
$7.42M 0.41%
133,724
-1,760
44
$7.35M 0.41%
44,941
-6,835
45
$7.33M 0.41%
42,656
-2,360
46
$7.28M 0.41%
39,821
47
$7.26M 0.4%
77,900
-666
48
$6.78M 0.38%
114,883
-172
49
$6.65M 0.37%
11,708
-1,736
50
$6.64M 0.37%
49,061
-5,076
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