PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$8.65B
1-Year Est. Return
19.55%
This Fund
S&P 500
1 Year Est. Return
+19.55%
AUM
$8.21B
AUM Growth
+$246M
(+3.1%)
Holding
1,058
Top Buys
| 1 | +$150M | |
| 2 | +$55.8M | |
| 3 | +$16.1M | |
| 4 |
Bahl & Gaynor Income Growth ETF
BGIG
|
+$13.5M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$12.6M |
Top Sells
| 1 | +$48.7M | |
| 2 | +$32.9M | |
| 3 | +$22.2M | |
| 4 |
Avantis US Large Cap Value ETF
AVLV
|
+$19.6M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$13.1M |
Sector Composition
| 1 | Technology | 12.41% |
| 2 | Financials | 4.52% |
| 3 | Consumer Discretionary | 3.52% |
| 4 | Industrials | 3.4% |
| 5 | Communication Services | 3.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Blue Owl Capital
OWL
$7.14B
| – | – |
-11,451
|
|
||
|
P
1052
Everpure Inc
P
$26B
| – | – |
-3,991
|
|
||
1053
Rigetti Computing
RGTI
$6.29B
| – | – |
-11,087
|
|
||
|
SCS
1054
DELISTED
Steelcase
SCS
| – | – |
-13,159
|
|
||
1055
SelectQuote
SLQT
$198M
| – | – |
-14,809
|
|
||
1056
Invesco S&P 500 Low Volatility ETF
SPLV
$7.06B
| – | – |
-2,741
|
|
||
1057
Okta
OKTA
$14.7B
| – | – |
-3,173
|
|