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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.75M 0.31%
49,643
+1,015
77
$2.74M 0.31%
27,029
+26,124
78
$2.68M 0.31%
18,726
+595
79
$2.67M 0.3%
+27,300
80
$2.63M 0.3%
48,910
+30,410
81
$2.56M 0.29%
41,865
-4,290
82
$2.53M 0.29%
37,720
-980
83
$2.39M 0.27%
+8,300
84
$2.38M 0.27%
54,643
+3,364
85
$2.38M 0.27%
33,650
+26,260
86
$2.36M 0.27%
38,409
+22,767
87
$2.36M 0.27%
33,770
-35,598
88
$2.35M 0.27%
17,587
+2,587
89
$2.35M 0.27%
10,205
-10,099
90
$2.34M 0.27%
397,440
-18,800
91
$2.31M 0.26%
28,871
+18,310
92
$2.25M 0.26%
18,679
-29,439
93
$2.19M 0.25%
33,299
-18,966
94
$2.16M 0.25%
51,505
+20
95
$2.1M 0.24%
7,140
-515
96
$2.09M 0.24%
32,590
+31,873
97
$2.09M 0.24%
+38,954
98
$2.08M 0.24%
16,600
+15,800
99
$2.05M 0.23%
+40,301
100
$2.02M 0.23%
13,711
+11,751
2 3
4
5 6