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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.14%
+11,291
102
$176K 0.14%
+1,202
103
$173K 0.13%
+1,870
104
$173K 0.13%
+8,816
105
$170K 0.13%
+632
106
$162K 0.12%
+1,600
107
$156K 0.12%
+2,440
108
$152K 0.12%
+15,000
109
$142K 0.11%
+6,835
110
$142K 0.11%
+6,779
111
$141K 0.11%
+2,104
112
$141K 0.11%
+925
113
$140K 0.11%
+1,661
114
$138K 0.11%
+939
115
$138K 0.11%
+4,200
116
$134K 0.1%
+660
117
$130K 0.1%
+19,340
118
$127K 0.1%
+500
119
$123K 0.09%
+830
120
$117K 0.09%
+2,200
121
$116K 0.09%
+4,333
122
$113K 0.09%
+1,975
123
$111K 0.09%
+11,500
124
$111K 0.09%
+2,100
125
$107K 0.08%
+1,509
3 4
5
6 7