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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.61M 0.15%
37,728
+31,914
102
$2.59M 0.15%
14,451
+783
103
$2.57M 0.15%
5,070
-14,389
104
$2.48M 0.14%
36,529
+28,471
105
$2.47M 0.14%
49,366
+8,970
106
$2.42M 0.14%
29,831
-3,563
107
$2.4M 0.14%
+11,702
108
$2.39M 0.14%
14,930
+5,086
109
$2.36M 0.14%
139,097
-12,047
110
$2.33M 0.13%
45,426
-776
111
$2.13M 0.12%
27,006
-22,523
112
$2.12M 0.12%
151,773
-4,779
113
$2.06M 0.12%
41,244
-14,931
114
$1.98M 0.11%
80,433
-512
115
$1.95M 0.11%
40,798
-2,866
116
$1.93M 0.11%
+8,948
117
$1.92M 0.11%
56,165
-6,720
118
$1.92M 0.11%
7,994
+6,737
119
$1.92M 0.11%
21,011
-534
120
$1.91M 0.11%
9,091
+478
121
$1.9M 0.11%
23,173
-9,368
122
$1.89M 0.11%
15,891
+2,631
123
$1.84M 0.11%
17,204
+5,892
124
$1.84M 0.11%
+8,719
125
$1.83M 0.11%
41,591
+33,715
3 4
5
6 7