PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+21.49%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$224M
(+27%)
Cap. Flow
+$49.9M
Cap. Flow
% of AUM
4.67%
Top 10 Holdings %
Top 10 Hldgs %
50.58%
Holding
550
New
64
Increased
197
Reduced
160
Closed
86
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$13.9M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$12.4M |
| 3 |
Darden Restaurants
DRI
|
+$7.03M |
| 4 |
SPDR Gold Trust
GLD
|
+$5.7M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$5.2M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$41.2M |
| 2 |
Halliburton
HAL
|
+$12.4M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$7.93M |
| 4 |
Tesla
TSLA
|
+$6.12M |
| 5 |
Apple
AAPL
|
+$5.83M |
Sector Composition
| 1 | Technology | 6.64% |
| 2 | Consumer Discretionary | 4.69% |
| 3 | Healthcare | 3.68% |
| 4 | Communication Services | 3.09% |
| 5 | Consumer Staples | 2.47% |
