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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.19%
30,991
+162
102
$2.35M 0.18%
1,401
+949
103
$2.31M 0.18%
8,585
+7,950
104
$2.22M 0.17%
29,515
+14,430
105
$2.19M 0.17%
10,035
+2,202
106
$2.19M 0.17%
22,107
-91
107
$2.14M 0.17%
+21,460
108
$2.1M 0.16%
18,646
+15,580
109
$2.09M 0.16%
85,672
110
$2.06M 0.16%
25,720
-3,060
111
$2.02M 0.16%
104,403
-8,977
112
$2.02M 0.16%
23,566
+5,662
113
$1.99M 0.15%
63,016
+59,000
114
$1.98M 0.15%
5,284
+576
115
$1.95M 0.15%
24,826
-77
116
$1.95M 0.15%
8,749
+1,933
117
$1.94M 0.15%
118,369
+4,427
118
$1.94M 0.15%
5,651
-541
119
$1.92M 0.15%
24,633
+1,374
120
$1.91M 0.15%
47,776
-1,429
121
$1.89M 0.15%
62,775
122
$1.89M 0.15%
40,532
+15,650
123
$1.86M 0.14%
27,212
+21,882
124
$1.84M 0.14%
8,646
-405
125
$1.8M 0.14%
23,299
+2,703
3 4
5
6 7