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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.16%
18,207
+18,152
102
$1.31M 0.16%
5,077
+1,579
103
$1.31M 0.15%
16,162
-2,287
104
$1.21M 0.14%
+74,720
105
$1.2M 0.14%
35,311
+7,511
106
$1.2M 0.14%
20,580
+4,740
107
$1.18M 0.14%
8,214
+1,526
108
$1.1M 0.13%
32,844
+27,340
109
$1.1M 0.13%
23,065
+1,980
110
$1.09M 0.13%
7,235
+1,735
111
$1.07M 0.13%
5,507
+5,125
112
$1.02M 0.12%
4,242
+2,952
113
$978K 0.12%
22,847
-49,582
114
$970K 0.12%
11,722
-15,307
115
$965K 0.11%
33,535
+21,095
116
$953K 0.11%
16,060
+15,144
117
$931K 0.11%
7,665
-18,233
118
$906K 0.11%
131,132
+121,708
119
$903K 0.11%
32,238
-212,696
120
$884K 0.1%
7,000
+3,600
121
$845K 0.1%
67,422
-187,154
122
$834K 0.1%
80,472
-7,978
123
$800K 0.09%
22,676
-47,992
124
$760K 0.09%
26,624
+26,322
125
$713K 0.08%
13,005
+12,944
3 4
5
6 7