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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.5M 0.35%
17,219
-4,700
52
$4.49M 0.35%
52,019
+37,823
53
$4.26M 0.33%
63,130
+3,007
54
$4.23M 0.33%
172,010
+81,423
55
$4.16M 0.32%
18,994
+5,596
56
$4.16M 0.32%
81,886
-10,694
57
$4.09M 0.32%
135,097
-35,847
58
$4M 0.31%
28,751
-11,105
59
$4M 0.31%
41,980
+17,403
60
$3.97M 0.31%
7,946
-7
61
$3.95M 0.31%
45,040
-460
62
$3.93M 0.3%
42,302
+4,347
63
$3.92M 0.3%
139,157
+3,243
64
$3.8M 0.29%
86,740
-7,300
65
$3.7M 0.29%
13,575
-4,181
66
$3.7M 0.29%
283,400
-2,080
67
$3.7M 0.29%
63,805
+790
68
$3.66M 0.28%
43,319
-29,813
69
$3.65M 0.28%
44,041
-9,053
70
$3.63M 0.28%
33,928
-15,025
71
$3.61M 0.28%
52,768
+51,690
72
$3.57M 0.28%
41,913
+3,389
73
$3.55M 0.27%
15,626
+801
74
$3.51M 0.27%
7,533
+103
75
$3.51M 0.27%
15,073
+9,617
1 2
3
4 5