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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.05M 0.24%
19,040
+7,965
77
$1.99M 0.24%
34,314
+33,740
78
$1.97M 0.23%
8,297
+3,795
79
$1.9M 0.23%
124,606
+19,735
80
$1.9M 0.23%
26,214
+7,535
81
$1.89M 0.22%
37,076
+10,320
82
$1.84M 0.22%
82,007
+59,718
83
$1.74M 0.21%
81,723
-10,850
84
$1.73M 0.21%
43,060
+15,661
85
$1.66M 0.2%
30,521
-41,475
86
$1.61M 0.19%
73,825
-4,950
87
$1.6M 0.19%
23,614
+6,314
88
$1.56M 0.18%
26,572
-7,078
89
$1.52M 0.18%
36,935
+35,514
90
$1.51M 0.18%
9,148
+5,532
91
$1.5M 0.18%
12,938
-773
92
$1.47M 0.17%
67,201
+5,702
93
$1.43M 0.17%
24,114
-36,205
94
$1.43M 0.17%
+9,884
95
$1.42M 0.17%
82,644
+9,957
96
$1.41M 0.17%
54,550
-142,312
97
$1.41M 0.17%
9,107
-1,098
98
$1.41M 0.17%
30,992
-304
99
$1.37M 0.16%
20,904
-16,322
100
$1.37M 0.16%
40,374
+39,729
2 3
4
5 6