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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.94M 0.18%
151,144
-19,461
102
$2.9M 0.17%
31,732
+26,691
103
$2.87M 0.17%
24,366
-10,292
104
$2.81M 0.17%
56,175
-774
105
$2.79M 0.17%
74,616
-187
106
$2.77M 0.17%
+33,394
107
$2.71M 0.16%
10,980
+7,391
108
$2.69M 0.16%
4,095
+695
109
$2.66M 0.16%
+32,453
110
$2.63M 0.16%
10,829
-7,282
111
$2.58M 0.15%
13,668
+7,793
112
$2.56M 0.15%
46,202
-39,609
113
$2.54M 0.15%
11,322
-6,549
114
$2.54M 0.15%
80,945
+14,933
115
$2.52M 0.15%
32,509
-1,788
116
$2.48M 0.15%
17,434
+1,267
117
$2.48M 0.15%
56,028
-599
118
$2.46M 0.15%
32,753
+21,381
119
$2.46M 0.15%
62,885
+38,934
120
$2.44M 0.15%
33,302
-6,179
121
$2.4M 0.14%
13,725
+12,014
122
$2.37M 0.14%
43,664
+35,740
123
$2.33M 0.14%
133,410
+44,930
124
$2.31M 0.14%
156,552
-181,992
125
$2.24M 0.13%
16,379
+743
3 4
5
6 7