PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$636K 0.01%
62,143
+55
552
$629K 0.01%
6,386
+554
553
$628K 0.01%
859
-60
554
$620K 0.01%
9,592
-1,902
555
$618K 0.01%
10,948
-3,732
556
$615K 0.01%
1,152
-364
557
$615K 0.01%
4,801
-1,450
558
$608K 0.01%
5,315
+413
559
$597K 0.01%
7,089
-972
560
$595K 0.01%
2,821
-5,836
561
$595K 0.01%
2,728
-210
562
$593K 0.01%
19,065
-1,761
563
$592K 0.01%
5,998
+514
564
$591K 0.01%
296
-126
565
$591K 0.01%
12,271
-1,140
566
$590K 0.01%
2,064
-374
567
$588K 0.01%
5,645
-1,277
568
$587K 0.01%
2,916
-982
569
$584K 0.01%
24,251
-1,826
570
$584K 0.01%
2,998
-739
571
$583K 0.01%
2,955
-607
572
$581K 0.01%
13,994
+6,376
573
$577K 0.01%
4,358
-2,412
574
$574K 0.01%
5,342
-595
575
$568K 0.01%
4,949
-2,832
21 22
23
24 25