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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.8M 0.35%
75,978
+11,106
52
$5.73M 0.34%
+171,588
53
$5.59M 0.33%
65,227
+56,017
54
$5.54M 0.33%
34,390
+5,923
55
$5.38M 0.32%
49,380
+18,340
56
$5.33M 0.32%
126,540
+5,640
57
$5.24M 0.31%
443,634
+56,256
58
$5.24M 0.31%
51,219
+39,019
59
$5.19M 0.31%
40,651
+830
60
$5.19M 0.31%
40,846
+33,898
61
$5.05M 0.3%
46,463
+25,519
62
$4.91M 0.29%
34,755
+10,777
63
$4.89M 0.29%
141,964
-2,334
64
$4.78M 0.29%
9,296
+8,010
65
$4.75M 0.28%
55,181
+2,484
66
$4.63M 0.28%
39,732
-58,056
67
$4.62M 0.28%
71,594
+12,166
68
$4.6M 0.27%
10,700
+9,346
69
$4.47M 0.27%
51,222
+45,337
70
$4.42M 0.26%
13,637
-4,297
71
$4.39M 0.26%
53,716
+31,311
72
$4.37M 0.26%
19,270
-5,444
73
$4.25M 0.25%
237,583
-39,017
74
$4.19M 0.25%
24,734
+3,848
75
$4.18M 0.25%
164,869
-272,576
1 2
3
4 5