PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$627K 0.48%
+5,900
52
$625K 0.48%
+13,540
53
$619K 0.48%
+4,430
54
$584K 0.45%
+11,950
55
$575K 0.44%
+11,950
56
$549K 0.42%
+18,225
57
$548K 0.42%
+30,601
58
$535K 0.41%
+2,700
59
$527K 0.41%
+7,800
60
$525K 0.4%
+21,844
61
$517K 0.4%
+8,632
62
$500K 0.39%
+3,210
63
$479K 0.37%
+4,200
64
$473K 0.36%
+5,150
65
$441K 0.34%
+15,015
66
$420K 0.32%
+11,673
67
$415K 0.32%
+8,652
68
$413K 0.32%
+1,195
69
$404K 0.31%
+4,400
70
$403K 0.31%
+4,290
71
$398K 0.31%
+1,240
72
$388K 0.3%
+9,375
73
$370K 0.29%
+6,969
74
$351K 0.27%
+4,650
75
$350K 0.27%
+21,500
1 2
3
4 5