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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.57M 0.41%
38,361
+4,559
52
$3.57M 0.41%
20,600
+6,100
53
$3.48M 0.4%
18,363
+12,397
54
$3.45M 0.39%
16,110
+680
55
$3.42M 0.39%
45,126
-13,826
56
$3.41M 0.39%
19,068
-1,848
57
$3.27M 0.37%
37,226
+14,157
58
$3.27M 0.37%
50,521
+2,308
59
$3.26M 0.37%
92,573
-86,937
60
$3.22M 0.37%
19,328
-16,578
61
$3.19M 0.36%
69,574
+1,424
62
$3.19M 0.36%
19,259
+16,615
63
$3.17M 0.36%
29,618
+1,447
64
$3.12M 0.36%
+65,214
65
$3.09M 0.35%
72,687
-3,466
66
$3.08M 0.35%
24,643
-16,685
67
$3.08M 0.35%
26,599
+793
68
$2.98M 0.34%
13,552
+467
69
$2.95M 0.34%
113,700
+94,890
70
$2.95M 0.34%
230,250
+12,672
71
$2.95M 0.34%
128,364
-77,150
72
$2.94M 0.34%
20,304
-42,967
73
$2.93M 0.33%
31,296
+26,452
74
$2.92M 0.33%
19,986
+1,392
75
$2.85M 0.33%
25,898
+18,352
1 2
3
4 5