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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.9M 0.27%
23,710
-41
77
$4.88M 0.27%
11,752
-130
78
$4.84M 0.27%
66,214
-1,119
79
$4.74M 0.26%
65,696
80
$4.74M 0.26%
27,720
-881
81
$4.72M 0.26%
144,298
-1,027
82
$4.65M 0.26%
20,886
83
$4.59M 0.26%
52,697
-15,257
84
$4.5M 0.25%
31,040
-13,500
85
$4.15M 0.23%
56,627
86
$3.96M 0.22%
48,934
-10,235
87
$3.89M 0.22%
8,907
88
$3.85M 0.21%
74,803
-13,967
89
$3.57M 0.2%
170,605
90
$3.56M 0.2%
16,315
-242
91
$3.52M 0.2%
39,481
92
$3.41M 0.19%
104,732
-112
93
$3.36M 0.19%
16,167
-272
94
$3.3M 0.18%
6,948
-60
95
$3.21M 0.18%
14,069
96
$3.2M 0.18%
34,297
-608
97
$3.19M 0.18%
58,165
-25,760
98
$3.18M 0.18%
62,953
-34,425
99
$3.16M 0.18%
60,503
-14,332
100
$3.15M 0.18%
55,635
-9,150
2 3
4
5 6