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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.68M 0.35%
34,638
+7,058
52
$5.67M 0.35%
26,931
-3,994
53
$5.58M 0.35%
42,955
+10,483
54
$5.36M 0.33%
31,667
-11,095
55
$5.33M 0.33%
103,625
+8,702
56
$5.24M 0.33%
34,141
+2,027
57
$5.12M 0.32%
21,335
+17,992
58
$5.01M 0.31%
31,036
+899
59
$5M 0.31%
49,390
-8,424
60
$4.99M 0.31%
35,665
-8,423
61
$4.96M 0.31%
44,923
-278
62
$4.92M 0.31%
+12,773
63
$4.91M 0.31%
36,740
-33,760
64
$4.79M 0.3%
44,395
+6,806
65
$4.67M 0.29%
243,985
+135,803
66
$4.55M 0.28%
75,313
+40,585
67
$4.5M 0.28%
17,298
-10,079
68
$4.47M 0.28%
109,620
-73,260
69
$4.44M 0.28%
59,701
+48,975
70
$4.42M 0.28%
7,674
-1,400
71
$4.42M 0.28%
26,105
-9,430
72
$4.33M 0.27%
13,808
+7,932
73
$4.28M 0.27%
19,199
+2,329
74
$4.17M 0.26%
76,205
-18,289
75
$4.16M 0.26%
+124,928
1 2
3
4 5