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
551
$2K ﹤0.01%
+111
552
$2K ﹤0.01%
40
553
$2K ﹤0.01%
102
+16
554
$1K ﹤0.01%
12
555
$1K ﹤0.01%
40
+20
556
$1K ﹤0.01%
5
557
$1K ﹤0.01%
+35
558
$1K ﹤0.01%
+170
559
$1K ﹤0.01%
375
560
$1K ﹤0.01%
71
+30
561
$1K ﹤0.01%
300
562
$1K ﹤0.01%
15
563
$1K ﹤0.01%
38
564
$1K ﹤0.01%
5
565
$1K ﹤0.01%
+20
566
$1K ﹤0.01%
30
567
$1K ﹤0.01%
48
-49
568
$1K ﹤0.01%
80
569
$1K ﹤0.01%
32
570
– –
-158
571
– –
-477
572
– –
-100
573
– –
-25,304
574
– –
-371
575
– –
-46
21 22
23
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