PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$18.2K

Top Sells

1
+$88.8M
2
+$27.2M
3
+$9.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.1M
5
DVY icon
iShares Select Dividend ETF
DVY
+$4.59M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.15M 0.18%
15,636
102
$3.14M 0.17%
19,423
103
$3.13M 0.17%
73,534
104
$3.13M 0.17%
20,143
-349
105
$3.1M 0.17%
69,594
-22,735
106
$3.07M 0.17%
95,852
-1,840
107
$3.05M 0.17%
110,600
108
$3.05M 0.17%
7,971
109
$3.02M 0.17%
69,300
110
$2.95M 0.16%
16,342
111
$2.95M 0.16%
20,944
112
$2.94M 0.16%
16,572
-313
113
$2.88M 0.16%
68,608
114
$2.88M 0.16%
3,400
-64
115
$2.87M 0.16%
56,949
-50,856
116
$2.84M 0.16%
8,295
117
$2.83M 0.16%
24,368
-476
118
$2.72M 0.15%
36,463
-710
119
$2.7M 0.15%
22,405
120
$2.66M 0.15%
84,548
-49,664
121
$2.42M 0.13%
23,951
122
$2.41M 0.13%
20,259
-53
123
$2.28M 0.13%
52,713
124
$2.25M 0.13%
4,722
125
$2.24M 0.12%
24,465
3 4
5
6 7