PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$287K ﹤0.01%
+537
777
$286K ﹤0.01%
4,799
-437
778
$282K ﹤0.01%
2,603
779
$281K ﹤0.01%
5,015
-125
780
$281K ﹤0.01%
3,501
+294
781
$280K ﹤0.01%
4,837
-1,662
782
$279K ﹤0.01%
77,204
783
$279K ﹤0.01%
30,338
+4,093
784
$277K ﹤0.01%
3,746
-978
785
$277K ﹤0.01%
9,852
-975
786
$277K ﹤0.01%
7,503
-182
787
$277K ﹤0.01%
2,306
-534
788
$277K ﹤0.01%
959
-775
789
$276K ﹤0.01%
6,060
-10
790
$276K ﹤0.01%
6,175
-3,644
791
$275K ﹤0.01%
963
+76
792
$275K ﹤0.01%
23,020
-1,006
793
$274K ﹤0.01%
2,580
-72
794
$274K ﹤0.01%
2,334
-5,243
795
$273K ﹤0.01%
6,640
-1,485
796
$271K ﹤0.01%
494
-53
797
$271K ﹤0.01%
805
-723
798
$270K ﹤0.01%
+504
799
$269K ﹤0.01%
4,623
+62
800
$269K ﹤0.01%
5,315
-735
30 31
32
33 34