PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.27%
+2,200
77
$338K 0.26%
+1,265
78
$338K 0.26%
+1,971
79
$322K 0.25%
+5,830
80
$321K 0.25%
+6,675
81
$317K 0.24%
+18,340
82
$316K 0.24%
+15,336
83
$316K 0.24%
+2,300
84
$308K 0.24%
+5,700
85
$308K 0.24%
+7,903
86
$307K 0.24%
+36,340
87
$284K 0.22%
+8,875
88
$281K 0.22%
+3,496
89
$274K 0.21%
+5,264
90
$257K 0.2%
+4,030
91
$248K 0.19%
+24,100
92
$243K 0.19%
+4,900
93
$212K 0.16%
+2,540
94
$208K 0.16%
+7,085
95
$206K 0.16%
+700
96
$198K 0.15%
+3,700
97
$184K 0.14%
+1,800
98
$184K 0.14%
+2,900
99
$183K 0.14%
+3,600
100
$182K 0.14%
+1,225
2 3
4
5 6