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
801
$267K ﹤0.01%
4,158
+7
802
$267K ﹤0.01%
849
-96
803
$266K ﹤0.01%
5,523
+184
804
$265K ﹤0.01%
648
-129
805
$264K ﹤0.01%
2,514
-34
806
$263K ﹤0.01%
8,054
-688
807
$262K ﹤0.01%
9,890
-3,675
808
$261K ﹤0.01%
8,177
-700
809
$260K ﹤0.01%
4,780
-2,944
810
$258K ﹤0.01%
+4,533
811
$257K ﹤0.01%
14,466
-2,204
812
$256K ﹤0.01%
8,010
+24
813
$256K ﹤0.01%
3,794
+295
814
$256K ﹤0.01%
3,207
-11,315
815
$255K ﹤0.01%
11,157
-1,606
816
$254K ﹤0.01%
10,000
-7,067
817
$253K ﹤0.01%
2,753
-9,508
818
$253K ﹤0.01%
5,497
+352
819
$252K ﹤0.01%
+1,837
820
$252K ﹤0.01%
21,148
+1
821
$252K ﹤0.01%
3,786
-82,293
822
$251K ﹤0.01%
3,945
-841
823
$251K ﹤0.01%
6,547
-703
824
$251K ﹤0.01%
45,116
-800
825
$251K ﹤0.01%
2,823
-14,219
31 32
33
34 35