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
701
$366K ﹤0.01%
3,058
-862
702
$364K ﹤0.01%
9,471
+97
703
$364K ﹤0.01%
2,228
-644
704
$362K ﹤0.01%
2,697
-603
705
$359K ﹤0.01%
1,996
-12
706
$359K ﹤0.01%
9,148
707
$359K ﹤0.01%
7,069
708
$358K ﹤0.01%
3,562
-6,404
709
$357K ﹤0.01%
5,909
-2,606
710
$357K ﹤0.01%
2,115
-607
711
$357K ﹤0.01%
5,720
-578
712
$355K ﹤0.01%
17,207
-812,729
713
$354K ﹤0.01%
15,727
-34
714
$352K ﹤0.01%
17,222
-3,306
715
$352K ﹤0.01%
4,649
-3,508
716
$349K ﹤0.01%
5,351
-144,958
717
$347K ﹤0.01%
2,093
-814
718
$346K ﹤0.01%
1,203
-704
719
$345K ﹤0.01%
7,284
-1,963
720
$344K ﹤0.01%
13,576
-1,211
721
$343K ﹤0.01%
6,544
+199
722
$343K ﹤0.01%
6,873
+82
723
$343K ﹤0.01%
2,824
-453
724
$342K ﹤0.01%
1,896
-1,049
725
$341K ﹤0.01%
4,126
-199
27 28
29
30 31