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
$1.72B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.2M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$9.09M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.28M

Top Sells

1
+$6.84M
2
+$6.57M
3
+$4.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Sector Composition

1 Technology 8.56%
2 Consumer Discretionary 6.62%
3 Financials 3.95%
4 Industrials 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-51
477
– –
-452
478
– –
-94
479
– –
-2,582
480
– –
-96
481
– –
-2,000
482
– –
-527
483
– –
-10
484
– –
-686
485
– –
-1,676
486
– –
-1,308
487
– –
-1,850
488
– –
-8,302
489
– –
-125
490
– –
-120
491
– –
-761
492
– –
-1,075
493
– –
-78
494
– –
-778
495
– –
-423
496
– –
-290
497
– –
-1
498
– –
-286
499
– –
-53
500
– –
-1
18 19
20
21 22