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Prime Capital Investment Advisors Portfolio holdings

AUM $8.65B
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
551
$2K ﹤0.01%
+111
552
$2K ﹤0.01%
40
553
$2K ﹤0.01%
102
+16
554
$1K ﹤0.01%
375
555
$1K ﹤0.01%
71
+30
556
$1K ﹤0.01%
300
557
$1K ﹤0.01%
15
558
$1K ﹤0.01%
38
559
$1K ﹤0.01%
5
560
$1K ﹤0.01%
+20
561
$1K ﹤0.01%
30
562
$1K ﹤0.01%
48
-49
563
$1K ﹤0.01%
12
564
$1K ﹤0.01%
40
+20
565
$1K ﹤0.01%
5
566
$1K ﹤0.01%
+35
567
$1K ﹤0.01%
80
568
$1K ﹤0.01%
32
569
$1K ﹤0.01%
+170
570
– –
-97
571
– –
-96
572
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-227
573
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-442
574
– –
-54
575
– –
-103
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