PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.39%
+14,000
77
$2.1M 0.38%
+58,830
78
$2.1M 0.38%
5,779
+110
79
$2.08M 0.38%
+17,100
80
$2.07M 0.38%
52,084
-19,616
81
$2.07M 0.38%
101,027
+22,977
82
$2.05M 0.37%
8,417
+8,138
83
$2.04M 0.37%
45,535
+23,682
84
$1.99M 0.36%
171,300
+12,400
85
$1.99M 0.36%
9,700
-8,442
86
$1.97M 0.36%
37,711
-5,431
87
$1.96M 0.36%
+35,575
88
$1.93M 0.35%
82,295
+64,345
89
$1.93M 0.35%
66,085
90
$1.92M 0.35%
+41,400
91
$1.91M 0.35%
49,685
+15
92
$1.87M 0.34%
+34,763
93
$1.85M 0.34%
93,669
-1,304
94
$1.82M 0.33%
15,844
+15,666
95
$1.76M 0.32%
172,528
-352,161
96
$1.66M 0.3%
10,000
-19,050
97
$1.65M 0.3%
18,277
+5,777
98
$1.58M 0.29%
52,000
+1,100
99
$1.56M 0.28%
97,864
+17,105
100
$1.56M 0.28%
+63,630
2 3
4
5 6