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
876
$215K ﹤0.01%
2,090
-656
877
$215K ﹤0.01%
1,773
-57
878
$213K ﹤0.01%
22,057
879
$212K ﹤0.01%
+2,188
880
$212K ﹤0.01%
16,014
-4,981
881
$211K ﹤0.01%
2,188
-2,026
882
$210K ﹤0.01%
+7,853
883
$210K ﹤0.01%
+4,912
884
$210K ﹤0.01%
2,882
-1,391
885
$209K ﹤0.01%
+303
886
$209K ﹤0.01%
23,435
+14
887
$209K ﹤0.01%
8,255
-28,711
888
$208K ﹤0.01%
2,796
-3,558
889
$207K ﹤0.01%
+2,796
890
$206K ﹤0.01%
+5,211
891
$203K ﹤0.01%
1,048
-904
892
$203K ﹤0.01%
195
-162
893
$203K ﹤0.01%
1,569
-2,873
894
$203K ﹤0.01%
+5,183
895
$203K ﹤0.01%
1,578
-2,401
896
$203K ﹤0.01%
10,192
-95
897
$201K ﹤0.01%
3,401
-876
898
$201K ﹤0.01%
919
-328
899
$201K ﹤0.01%
697
-1,095
900
$200K ﹤0.01%
3,000
34 35
36
37 38