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
676
$404K 0.01%
7,227
-2,475
677
$403K 0.01%
5,304
678
$402K 0.01%
7,644
-7,178
679
$401K 0.01%
15,546
-1,966
680
$401K 0.01%
108
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681
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46,888
682
$398K 0.01%
851
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683
$395K 0.01%
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$394K 0.01%
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686
$393K 0.01%
4,552
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687
$393K 0.01%
13,183
-62,899
688
$392K 0.01%
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-18
689
$392K 0.01%
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690
$387K 0.01%
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$386K 0.01%
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695
$385K 0.01%
15,684
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696
$380K 0.01%
10,000
697
$377K 0.01%
8,310
-6,881
698
$371K ﹤0.01%
2,808
-702
699
$369K ﹤0.01%
7,777
-217
700
$369K ﹤0.01%
+9,976
26 27
28
29 30