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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.23%
68,990
+48,680
102
$1.99M 0.23%
53,611
+50,156
103
$1.99M 0.23%
9,707
+87
104
$1.96M 0.22%
40,797
-24,392
105
$1.92M 0.22%
78,775
-18,110
106
$1.9M 0.22%
104,871
+8,245
107
$1.87M 0.21%
16,010
+15,900
108
$1.81M 0.21%
58,830
109
$1.79M 0.2%
88,450
110
$1.68M 0.19%
18,449
+13,104
111
$1.61M 0.18%
21,085
+328
112
$1.6M 0.18%
18,418
+332
113
$1.56M 0.18%
21,703
+3,150
114
$1.56M 0.18%
26,756
115
$1.53M 0.17%
+17,300
116
$1.47M 0.17%
+27,800
117
$1.45M 0.17%
56,216
-5,330
118
$1.42M 0.16%
87,430
119
$1.33M 0.15%
+11,075
120
$1.33M 0.15%
4,502
+348
121
$1.31M 0.15%
15,663
+2,271
122
$1.3M 0.15%
27,399
+17,852
123
$1.28M 0.15%
9,944
+9,406
124
$1.16M 0.13%
9,281
+817
125
$1.15M 0.13%
42,100
3 4
5
6 7