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
$1.72B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.2M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$9.09M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.28M

Top Sells

1
+$6.84M
2
+$6.57M
3
+$4.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Sector Composition

1 Technology 8.56%
2 Consumer Discretionary 6.62%
3 Financials 3.95%
4 Industrials 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.12M 0.36%
190,720
+6,865
52
$6.08M 0.35%
+181,739
53
$5.95M 0.35%
44,088
+10,872
54
$5.94M 0.34%
144,033
+9,269
55
$5.94M 0.34%
64,754
+14,402
56
$5.84M 0.34%
124,161
+61,002
57
$5.76M 0.33%
15,776
+4,961
58
$5.75M 0.33%
57,814
+19,215
59
$5.73M 0.33%
60,044
+13,215
60
$5.69M 0.33%
24,779
+1,988
61
$5.64M 0.33%
87,035
+37,550
62
$5.45M 0.32%
114,240
+30,550
63
$5.36M 0.31%
252,895
+137,657
64
$5.31M 0.31%
9,074
+366
65
$5.23M 0.3%
94,494
+3,555
66
$5.17M 0.3%
53,727
+31,952
67
$5.16M 0.3%
22,785
+8,364
68
$5.05M 0.29%
45,201
+7,765
69
$5.05M 0.29%
35,452
+14,063
70
$5.04M 0.29%
94,923
+39,716
71
$5M 0.29%
+134,219
72
$4.97M 0.29%
32,114
+6,872
73
$4.96M 0.29%
30,137
+5,716
74
$4.96M 0.29%
33,985
-3,757
75
$4.88M 0.28%
120,502
+120,352
1 2
3
4 5