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
$315M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$6.84M
4
KSS icon
Kohl's
KSS
+$6.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.46M

Top Sells

1
+$5.33M
2
+$3.84M
3
+$3.45M
4
COST icon
Costco
COST
+$3.3M
5
COP icon
ConocoPhillips
COP
+$3.21M

Sector Composition

1 Technology 14.06%
2 Industrials 12.45%
3 Consumer Discretionary 8.14%
4 Financials 6.62%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.63%
174,900
52
$1.98M 0.63%
18,564
+9,464
53
$1.85M 0.59%
46,025
+30,350
54
$1.83M 0.58%
+41,237
55
$1.79M 0.57%
793
-17
56
$1.75M 0.56%
+80,800
57
$1.7M 0.54%
26,400
-2,897
58
$1.64M 0.52%
33,784
-1,592
59
$1.56M 0.49%
41,900
+6,250
60
$1.54M 0.49%
25,606
+13,074
61
$1.48M 0.47%
9,710
-474
62
$1.37M 0.43%
50,152
+752
63
$1.35M 0.43%
32,600
-55,700
64
$1.26M 0.4%
54,525
65
$1.22M 0.39%
58,262
-6,915
66
$1.22M 0.39%
85,750
-72,282
67
$1.18M 0.38%
9,681
+2,090
68
$1.18M 0.37%
+23,000
69
$1.08M 0.34%
38,133
+31,858
70
$1.06M 0.34%
23,552
+21,652
71
$1.03M 0.33%
4,799
+2,488
72
$974K 0.31%
+23,990
73
$967K 0.31%
+17,924
74
$933K 0.3%
15,640
+1,560
75
$919K 0.29%
11,048
+2,937
1 2
3
4 5