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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.5M 0.27%
22,238
-925
77
$3.47M 0.27%
24,580
-5,148
78
$3.44M 0.27%
134,091
-49,172
79
$3.39M 0.26%
111,954
-10,677
80
$3.34M 0.26%
90,273
-49,857
81
$3.3M 0.25%
18,107
+724
82
$3.29M 0.25%
25,992
-36,012
83
$3.23M 0.25%
13,911
+383
84
$3.06M 0.24%
5,657
-600
85
$3.05M 0.24%
66,305
+30,370
86
$2.97M 0.23%
9,740
-43
87
$2.92M 0.23%
7,754
-601
88
$2.9M 0.22%
16,421
-19,147
89
$2.89M 0.22%
11,132
-7,378
90
$2.85M 0.22%
33,385
+10,540
91
$2.76M 0.21%
55,389
-57,807
92
$2.74M 0.21%
105,225
+7,035
93
$2.71M 0.21%
48,583
+42,317
94
$2.7M 0.21%
18,175
-6,849
95
$2.63M 0.2%
19,880
-8,120
96
$2.61M 0.2%
41,641
-1,571
97
$2.54M 0.2%
27,676
+10,234
98
$2.54M 0.2%
86,336
-37,460
99
$2.51M 0.19%
36,723
+955
100
$2.49M 0.19%
9,126
-10,680
2 3
4
5 6