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
826
$250K ﹤0.01%
11,612
-6
827
$248K ﹤0.01%
+11,105
828
$247K ﹤0.01%
+5,938
829
$245K ﹤0.01%
2,333
-8,278
830
$245K ﹤0.01%
296
-273
831
$244K ﹤0.01%
2,813
-11,401
832
$244K ﹤0.01%
3,235
-1,770
833
$244K ﹤0.01%
831
-2,203
834
$244K ﹤0.01%
+5,670
835
$243K ﹤0.01%
2,528
-294
836
$239K ﹤0.01%
5,386
-657
837
$235K ﹤0.01%
3,440
-3,437
838
$235K ﹤0.01%
+3,669
839
$233K ﹤0.01%
953
+91
840
$233K ﹤0.01%
9,547
-61
841
$233K ﹤0.01%
1,456
-652
842
$232K ﹤0.01%
1,834
-118
843
$232K ﹤0.01%
+10,311
844
$232K ﹤0.01%
+10,100
845
$231K ﹤0.01%
3,238
-3,926
846
$230K ﹤0.01%
3,198
-1,320
847
$230K ﹤0.01%
+2,842
848
$229K ﹤0.01%
+2,629
849
$229K ﹤0.01%
+9,823
850
$229K ﹤0.01%
20,876
-2,018
32 33
34
35 36