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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
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