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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12K ﹤0.01%
1,000
477
$12K ﹤0.01%
55
478
$12K ﹤0.01%
400
-1,700
479
$11K ﹤0.01%
+1,614
480
$11K ﹤0.01%
92
481
$11K ﹤0.01%
+146
482
$11K ﹤0.01%
1,305
483
$11K ﹤0.01%
156
484
$11K ﹤0.01%
485
+110
485
$11K ﹤0.01%
518
486
$11K ﹤0.01%
523
487
$11K ﹤0.01%
429
488
$11K ﹤0.01%
591
+44
489
$11K ﹤0.01%
+110
490
$10K ﹤0.01%
170
491
$10K ﹤0.01%
466
492
$10K ﹤0.01%
250
493
$10K ﹤0.01%
89
494
$10K ﹤0.01%
113
495
$10K ﹤0.01%
129
496
$10K ﹤0.01%
+215
497
$9K ﹤0.01%
118
498
$9K ﹤0.01%
15
499
$9K ﹤0.01%
+61
500
$9K ﹤0.01%
26,000
-2,500
18 19
20
21 22