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
901
$188K ﹤0.01%
14,289
+42
902
$188K ﹤0.01%
10,087
-6
903
$187K ﹤0.01%
16,348
-8,545
904
$180K ﹤0.01%
23,822
-16,914
905
$174K ﹤0.01%
11,966
-576
906
$171K ﹤0.01%
40,204
-255
907
$170K ﹤0.01%
19,516
-4,993
908
$158K ﹤0.01%
13,772
-6,216
909
$154K ﹤0.01%
30,346
+11,492
910
$144K ﹤0.01%
13,845
-6,355
911
$139K ﹤0.01%
15,532
+2,349
912
$128K ﹤0.01%
53,748
-1,368
913
$125K ﹤0.01%
24,174
-1,498
914
$122K ﹤0.01%
5,828
-492
915
$114K ﹤0.01%
12,793
+1,893
916
$114K ﹤0.01%
15,770
+1,132
917
$109K ﹤0.01%
14,249
-6,950
918
$108K ﹤0.01%
10,000
919
$102K ﹤0.01%
23,735
-6,153
920
$102K ﹤0.01%
51,989
-51,238
921
$101K ﹤0.01%
11,512
922
$85.4K ﹤0.01%
4,451
-320
923
$81.1K ﹤0.01%
26,850
-6,675
924
$71K ﹤0.01%
32,258
-15,588
925
$67.7K ﹤0.01%
15,467
-4,727
35 36
37
38 39