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
$273M
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.8M
3
+$5.44M
4
AMZN icon
Amazon
AMZN
+$5.08M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.25M

Top Sells

1
+$7.05M
2
+$6.66M
3
+$3.94M
4
DE icon
Deere & Co
DE
+$3.79M
5
RTN
Raytheon Company
RTN
+$3.76M

Sector Composition

1 Technology 9.51%
2 Consumer Discretionary 8.39%
3 Industrials 6.2%
4 Healthcare 4.27%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.55%
61,515
-106,600
52
$1.43M 0.52%
78,001
+19,739
53
$1.23M 0.44%
87,430
-502,435
54
$1.22M 0.44%
66,620
-95,180
55
$1.21M 0.44%
38,155
-3,745
56
$1.14M 0.41%
12,448
+1,400
57
$1.09M 0.39%
33,225
+30,825
58
$1.08M 0.39%
42,852
-7,300
59
$1.08M 0.39%
4,696
+3,607
60
$1.05M 0.38%
20,000
-6,400
61
$1.02M 0.37%
35,500
-2,633
62
$1.01M 0.37%
25,184
-8,600
63
$987K 0.36%
12,398
+5,247
64
$964K 0.35%
42,000
-12,525
65
$961K 0.35%
26,575
+2,585
66
$934K 0.34%
25,757
+23,211
67
$925K 0.34%
17,860
+2,220
68
$917K 0.33%
8,431
-1,250
69
$884K 0.32%
+15,760
70
$872K 0.32%
6,861
-2,849
71
$854K 0.31%
4,185
-614
72
$852K 0.31%
255,200
-634,960
73
$826K 0.3%
15,309
+2,980
74
$809K 0.29%
+14,705
75
$780K 0.28%
3,098
+793
1 2
3
4 5