PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.28%
3,007
+2,013
102
$1.4M 0.25%
78,670
+78,209
103
$1.39M 0.25%
+20,765
104
$1.37M 0.25%
87,430
105
$1.34M 0.25%
38,530
-6,370
106
$1.34M 0.24%
16,749
+16,713
107
$1.29M 0.24%
78,957
-1,843
108
$1.28M 0.23%
22,093
+1,849
109
$1.22M 0.22%
4,543
+3
110
$1.2M 0.22%
291,280
-70,200
111
$1.19M 0.22%
24,076
-2,208
112
$1.18M 0.22%
3,215
+2,009
113
$1.15M 0.21%
42,100
-752
114
$1.06M 0.19%
3,600
-4,500
115
$1.03M 0.19%
5,217
-17,382
116
$1.01M 0.18%
+16,576
117
$1M 0.18%
3,399
+276
118
$937K 0.17%
21,315
-31,630
119
$931K 0.17%
25,266
+7,065
120
$865K 0.16%
5,500
121
$852K 0.16%
12,891
-21,906
122
$801K 0.15%
3,757
-599
123
$789K 0.14%
67,422
+39,030
124
$783K 0.14%
7,003
-26,062
125
$721K 0.13%
8,568
+6,788
3 4
5
6 7