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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.73%
246,847
+19,084
27
$12.5M 0.72%
285,303
+162,981
28
$12.3M 0.71%
91,877
+28,662
29
$12.2M 0.7%
68,561
+31,110
30
$12M 0.69%
83,721
+35,341
31
$11.8M 0.68%
42,718
+30,314
32
$11.4M 0.66%
32,004
+9,151
33
$11.3M 0.65%
156,382
-11,245
34
$10.5M 0.6%
111,366
+5,561
35
$9.97M 0.57%
95,451
+12,701
36
$9.92M 0.57%
817,420
-112,050
37
$9.82M 0.56%
36,795
+4,316
38
$9.8M 0.56%
68,144
+14,500
39
$9.71M 0.56%
123,798
+91,289
40
$9.66M 0.56%
20,453
+2,736
41
$9.26M 0.53%
96,801
+47,421
42
$8.32M 0.48%
126,996
+16,318
43
$8.02M 0.46%
49,135
+42,171
44
$7.97M 0.46%
47,761
+39,947
45
$7.73M 0.44%
159,937
-5,045
46
$7.5M 0.43%
488,109
+97,671
47
$7.34M 0.42%
54,324
+3,441
48
$7.26M 0.42%
163,560
+23,890
49
$7.05M 0.41%
80,786
+15,559
50
$6.88M 0.4%
21,290
+7,653
1
2
3 4 5