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
$273M
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.8M
3
+$5.44M
4
AMZN icon
Amazon
AMZN
+$5.08M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.25M

Top Sells

1
+$7.05M
2
+$6.66M
3
+$3.94M
4
DE icon
Deere & Co
DE
+$3.79M
5
RTN
Raytheon Company
RTN
+$3.76M

Sector Composition

1 Technology 9.51%
2 Consumer Discretionary 8.39%
3 Industrials 6.2%
4 Healthcare 4.27%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$743K 0.27%
4,000
77
$720K 0.26%
5,500
-40
78
$642K 0.23%
4,901
-17,618
79
$614K 0.22%
3,571
+1,413
80
$576K 0.21%
4,366
+1,013
81
$550K 0.2%
13,272
+7,225
82
$541K 0.2%
4,092
+1,495
83
$510K 0.18%
3,955
-560
84
$498K 0.18%
65,140
+55,140
85
$483K 0.18%
+16,200
86
$480K 0.17%
9,714
-581
87
$460K 0.17%
5,336
88
$459K 0.17%
10,450
-1,147
89
$374K 0.14%
+10,163
90
$374K 0.14%
1,427
+217
91
$371K 0.13%
1,968
+638
92
$370K 0.13%
28,632
-532
93
$359K 0.13%
2,685
+539
94
$334K 0.12%
+948
95
$304K 0.11%
+4,383
96
$300K 0.11%
3,789
-1,736
97
$300K 0.11%
3,002
+2,487
98
$299K 0.11%
1,200
+1,125
99
$294K 0.11%
5,419
-4,035
100
$294K 0.11%
5,620
+3,820
2 3
4
5 6