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
501
$9K ﹤0.01%
1,220
502
$9K ﹤0.01%
99
503
$9K ﹤0.01%
237
504
$9K ﹤0.01%
163
505
$9K ﹤0.01%
104
-1
506
$9K ﹤0.01%
884
507
$9K ﹤0.01%
55
-169
508
$9K ﹤0.01%
63
509
$9K ﹤0.01%
175
510
$9K ﹤0.01%
897
511
$9K ﹤0.01%
106
512
$9K ﹤0.01%
257
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
21
22 23