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
651
$435K 0.01%
4,836
-411
652
$435K 0.01%
5,575
-95
653
$434K 0.01%
8,715
-1
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$434K 0.01%
5,908
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655
$433K 0.01%
9,238
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$430K 0.01%
773
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657
$424K 0.01%
4,516
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658
$423K 0.01%
4,562
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659
$422K 0.01%
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660
$422K 0.01%
1,344
-396
661
$422K 0.01%
4,583
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662
$420K 0.01%
2,439
-403
663
$419K 0.01%
9,649
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$418K 0.01%
14,248
-10,921
665
$417K 0.01%
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666
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$414K 0.01%
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668
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4,211
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669
$412K 0.01%
3,307
-2,164
670
$411K 0.01%
3,328
-8,881
671
$411K 0.01%
3,240
-1,895
672
$409K 0.01%
29,789
-624
673
$409K 0.01%
3,286
-743
674
$406K 0.01%
4,988
+211
675
$406K 0.01%
7,800
-3,120
25 26
27
28 29