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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.71M 0.27%
84,051
+68,248
77
$4.61M 0.26%
55,607
+4,385
78
$4.52M 0.26%
42,513
+2,781
79
$4.3M 0.25%
237,584
+1
80
$4.29M 0.25%
26,011
+1,277
81
$4.24M 0.24%
152,509
82
$4.18M 0.24%
+14,968
83
$4.14M 0.24%
42,788
-3,675
84
$4.03M 0.23%
13,762
+287
85
$3.82M 0.22%
87,110
+20,815
86
$3.64M 0.21%
24,550
-10,205
87
$3.6M 0.21%
128,471
-43,117
88
$3.58M 0.21%
52,173
-1,543
89
$3.54M 0.2%
48,290
+1,040
90
$3.41M 0.2%
70,673
-1,019
91
$3.36M 0.19%
15,527
+771
92
$3.34M 0.19%
110,448
+11,911
93
$3.26M 0.19%
12,300
+978
94
$3.25M 0.19%
34,988
+5,698
95
$3.22M 0.19%
136,860
+3,450
96
$3.16M 0.18%
39,181
+6,728
97
$2.96M 0.17%
+39,626
98
$2.76M 0.16%
57,431
-14,758
99
$2.75M 0.16%
8,388
-1,756
100
$2.7M 0.16%
18,167
-1,103
2 3
4
5 6