PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.9M
3
+$5.59M
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$4.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.4M

Top Sells

1
+$40.4M
2
+$12.3M
3
+$6.3M
4
ACI icon
Albertsons Companies
ACI
+$4.58M
5
IBB icon
iShares Biotechnology ETF
IBB
+$4.57M

Sector Composition

1 Technology 7.16%
2 Consumer Discretionary 5.93%
3 Industrials 4.06%
4 Financials 3.14%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-6,227
502
– –
-3,679
503
– –
-210
504
– –
-1
505
– –
-600
506
$0 ﹤0.01%
+1
507
– –
-520
508
– –
-1,400
509
– –
-650
510
– –
-889
511
– –
-17
512
– –
0
513
– –
-100
514
– –
-62
515
– –
-67
516
– –
-8,806
517
– –
-960
518
– –
-15,000
519
– –
-239
520
$0 ﹤0.01%
+1
17 18 19 20
21