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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$24.9M
3
+$22.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$15.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.31M

Top Sells

1
+$6.14M
2
+$5.71M
3
+$4.16M
4
HD icon
Home Depot
HD
+$3.63M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.62M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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502
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503
$0 ﹤0.01%
1
504
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506
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508
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509
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510
$0 ﹤0.01%
9
-84
511
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512
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513
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514
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515
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516
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517
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518
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519
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521
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522
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-835
523
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524
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525
– –
-480
19 20
21
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