PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.51%
14,009
+1,461
52
$2.72M 0.5%
10,400
-1,800
53
$2.71M 0.49%
37,297
+32,250
54
$2.7M 0.49%
38,570
-68,837
55
$2.65M 0.48%
24,213
+14,153
56
$2.63M 0.48%
48,116
+47,266
57
$2.58M 0.47%
54,621
-21,373
58
$2.55M 0.46%
18,685
+13,129
59
$2.53M 0.46%
42,414
+40,258
60
$2.53M 0.46%
+18,974
61
$2.5M 0.46%
+15,100
62
$2.5M 0.46%
23,151
+1,847
63
$2.5M 0.46%
8,500
+8,100
64
$2.47M 0.45%
45,700
+41,800
65
$2.46M 0.45%
63,850
+57,400
66
$2.42M 0.44%
44,700
-26,420
67
$2.42M 0.44%
28,204
+159
68
$2.38M 0.43%
+27,258
69
$2.38M 0.43%
35,217
-333
70
$2.3M 0.42%
80,621
+74,861
71
$2.29M 0.42%
194,424
+28,668
72
$2.27M 0.41%
+95,735
73
$2.21M 0.4%
+12,731
74
$2.21M 0.4%
+40,443
75
$2.16M 0.39%
141,177
+7,257
1 2
3
4 5