PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$67.1M
2
+$37.3M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$16.9M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.5M

Top Sells

1
+$7.13M
2
+$6M
3
+$5.84M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.84M
5
CVS icon
CVS Health
CVS
+$5.68M

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
501
$9K ﹤0.01%
172
502
$9K ﹤0.01%
104
-1
503
$9K ﹤0.01%
884
504
$9K ﹤0.01%
55
-169
505
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63
506
$9K ﹤0.01%
175
507
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118
508
$9K ﹤0.01%
15
509
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106
510
$9K ﹤0.01%
257
511
$9K ﹤0.01%
+61
512
$9K ﹤0.01%
26,000
-2,500
513
$8K ﹤0.01%
50
514
$8K ﹤0.01%
74
515
$8K ﹤0.01%
256
516
$8K ﹤0.01%
53
517
$8K ﹤0.01%
55
-2,200
518
$8K ﹤0.01%
206
519
$7K ﹤0.01%
119
+71
520
$7K ﹤0.01%
230
521
$7K ﹤0.01%
500
522
$7K ﹤0.01%
50
523
$7K ﹤0.01%
174
524
$7K ﹤0.01%
+26
525
$6K ﹤0.01%
+125
19 20
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