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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.59M 0.37%
276,600
52
$6.42M 0.36%
123,579
-1,213
53
$6.39M 0.36%
24,714
-220
54
$6.29M 0.35%
17,871
55
$6.29M 0.35%
243,541
56
$6.1M 0.34%
84,840
-780
57
$6.08M 0.34%
9,119
-83
58
$6.02M 0.33%
18,111
-153
59
$5.97M 0.33%
52,039
60
$5.85M 0.33%
387,378
61
$5.69M 0.32%
120,900
62
$5.61M 0.31%
306,075
-1,960
63
$5.59M 0.31%
56,929
-546
64
$5.55M 0.31%
23,978
-4,269
65
$5.54M 0.31%
25,558
-263
66
$5.39M 0.3%
45,905
-11,423
67
$5.33M 0.3%
88,480
68
$5.29M 0.29%
34,658
69
$5.04M 0.28%
85,811
-14,194
70
$5.03M 0.28%
133,638
-1,521
71
$5.01M 0.28%
31,841
72
$4.96M 0.28%
69,114
73
$4.95M 0.28%
17,934
-209
74
$4.95M 0.28%
8,734
-81
75
$4.93M 0.27%
59,428
-448
1 2
3
4 5