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
851
$229K ﹤0.01%
2,269
-3,616
852
$229K ﹤0.01%
5,946
-3,731
853
$228K ﹤0.01%
4,153
+78
854
$227K ﹤0.01%
4,624
+523
855
$227K ﹤0.01%
560
-25
856
$226K ﹤0.01%
3,932
-3,951
857
$226K ﹤0.01%
5,146
-1,218
858
$226K ﹤0.01%
1,371
-1,714
859
$225K ﹤0.01%
2,446
-220
860
$225K ﹤0.01%
2,871
-1,127
861
$224K ﹤0.01%
7,274
862
$224K ﹤0.01%
+3,233
863
$223K ﹤0.01%
+3,042
864
$223K ﹤0.01%
4,590
+199
865
$222K ﹤0.01%
9,003
866
$222K ﹤0.01%
4,314
+72
867
$221K ﹤0.01%
2,971
-1,357
868
$221K ﹤0.01%
9,026
-7,777
869
$219K ﹤0.01%
+2,059
870
$217K ﹤0.01%
4,332
+29
871
$217K ﹤0.01%
11,537
-2,674
872
$217K ﹤0.01%
+13,577
873
$217K ﹤0.01%
14,087
-650
874
$216K ﹤0.01%
20,869
+391
875
$216K ﹤0.01%
2,948
-16
33 34
35
36 37