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
$343M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$6.68M
3 +$5.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.15M
5
F icon
Ford
F
+$4.04M

Top Sells

1 +$5.09M
2 +$5.04M
3 +$4.11M
4
FSLR icon
First Solar
FSLR
+$4.07M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.92M

Sector Composition

1 Technology 12.9%
2 Consumer Discretionary 12.32%
3 Industrials 6.89%
4 Financials 5.83%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.15M 0.63%
43,142
+17,385
52
$2.09M 0.61%
16,700
53
$2.09M 0.61%
53,865
+27,290
54
$2.05M 0.6%
+158,900
55
$2M 0.58%
+31,000
56
$1.98M 0.58%
38,600
+1,800
57
$1.95M 0.57%
66,085
+59,750
58
$1.93M 0.56%
10,600
-20,501
59
$1.88M 0.55%
165,756
+5,958
60
$1.82M 0.53%
49,670
+11,515
61
$1.77M 0.52%
+94,800
62
$1.62M 0.47%
361,480
+106,280
63
$1.55M 0.45%
+83,982
64
$1.53M 0.45%
78,050
+49
65
$1.48M 0.43%
44,900
+9,400
66
$1.47M 0.43%
+80,800
67
$1.4M 0.41%
87,430
68
$1.39M 0.41%
94,973
+66,341
69
$1.36M 0.4%
11,513
-9,183
70
$1.3M 0.38%
50,900
-33,600
71
$1.25M 0.36%
26,284
+1,100
72
$1.22M 0.36%
7,329
+2,428
73
$1.22M 0.36%
80,759
-130,293
74
$1.18M 0.34%
4,540
-156
75
$1.18M 0.34%
12,500
+102