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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.37%
37,224
+10,625
52
$3M 0.36%
43,797
+28,134
53
$2.99M 0.35%
29,015
+9,687
54
$2.98M 0.35%
87,215
+22,001
55
$2.97M 0.35%
19,884
+17,977
56
$2.93M 0.35%
11,373
-9,115
57
$2.92M 0.35%
30,719
-3,991
58
$2.87M 0.34%
51,413
+18,823
59
$2.82M 0.33%
78,200
+73,300
60
$2.78M 0.33%
20,109
-491
61
$2.76M 0.33%
74,375
+22,870
62
$2.71M 0.32%
76,245
+72,739
63
$2.67M 0.32%
18,651
+288
64
$2.62M 0.31%
9,202
+2,062
65
$2.6M 0.31%
28,832
-4,777
66
$2.46M 0.29%
45,695
+7,286
67
$2.42M 0.29%
27,717
+10,130
68
$2.34M 0.28%
24,251
+3,947
69
$2.32M 0.27%
29,720
+2,420
70
$2.29M 0.27%
12,280
-16,553
71
$2.27M 0.27%
117,540
+3,840
72
$2.25M 0.27%
38,660
+940
73
$2.19M 0.26%
89,962
+60,926
74
$2.14M 0.25%
6,731
+6,227
75
$2.07M 0.25%
46,879
+7,925
1 2
3
4 5