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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.72M 0.39%
23,627
-2,481
52
$6.6M 0.38%
180,300
+89,290
53
$6.45M 0.37%
16,704
+6,004
54
$6.32M 0.36%
27,398
+16,418
55
$6.14M 0.35%
71,308
+29,693
56
$6.13M 0.35%
227,868
-2,918
57
$6.11M 0.35%
130,230
+3,690
58
$6.05M 0.35%
199,226
+13,165
59
$6.01M 0.35%
99,924
+83,384
60
$5.96M 0.34%
50,181
+9,335
61
$5.81M 0.33%
42,792
+8,402
62
$5.77M 0.33%
34,790
+3,798
63
$5.65M 0.32%
505,674
+62,040
64
$5.65M 0.32%
97,638
-5,726
65
$5.62M 0.32%
58,894
+27,007
66
$5.55M 0.32%
16,621
+3,583
67
$5.5M 0.32%
11,685
+4,355
68
$5.46M 0.31%
149,227
+7,263
69
$5.38M 0.31%
19,553
+10,811
70
$5.38M 0.31%
63,848
-12,130
71
$5.33M 0.31%
64,167
+12,948
72
$5.33M 0.31%
140,256
-40,494
73
$5.29M 0.3%
83,559
+1,138
74
$5.09M 0.29%
23,707
+22,304
75
$5.05M 0.29%
225,553
+60,684
1 2
3
4 5