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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.12M 0.25%
+30,992
77
$4M 0.24%
13,475
+5,504
78
$3.9M 0.23%
13,038
+4,743
79
$3.88M 0.23%
91,010
+6,170
80
$3.82M 0.23%
42,511
-23,185
81
$3.79M 0.23%
41,615
+14,545
82
$3.78M 0.23%
47,250
-4,789
83
$3.77M 0.23%
49,529
-7,400
84
$3.67M 0.22%
152,509
+41,909
85
$3.66M 0.22%
38,514
-12,659
86
$3.62M 0.22%
+72,189
87
$3.59M 0.21%
71,692
+2,578
88
$3.52M 0.21%
10,144
+1,237
89
$3.51M 0.21%
7,330
+6,632
90
$3.4M 0.2%
12,404
+652
91
$3.29M 0.2%
+14,756
92
$3.23M 0.19%
19,172
+13,418
93
$3.2M 0.19%
8,742
+8
94
$3.18M 0.19%
22,287
+17,556
95
$3.14M 0.19%
29,290
+24,952
96
$3.07M 0.18%
98,537
+28,943
97
$3.01M 0.18%
+15,136
98
$3M 0.18%
66,295
+10,660
99
$2.96M 0.18%
32,541
+700
100
$2.96M 0.18%
31,887
+22,326
2 3
4
5 6