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
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12.6M 0.17%
125,143
+119,998
102
$12.4M 0.17%
94,233
-30,112
103
$12.2M 0.16%
241,612
-72,234
104
$12.2M 0.16%
53,052
-36,218
105
$12.1M 0.16%
253,667
-97,809
106
$11.9M 0.16%
54,658
-3,080
107
$11.8M 0.16%
121,322
-36,708
108
$11.7M 0.16%
63,112
-5,728
109
$11.6M 0.15%
363,126
-201,338
110
$11.6M 0.15%
46,930
-2,399
111
$11.4M 0.15%
190,282
-50,656
112
$11.4M 0.15%
39,090
-8,336
113
$11.4M 0.15%
213,669
-437,588
114
$11.3M 0.15%
163,593
+3,421
115
$11.2M 0.15%
228,688
-242,833
116
$11.1M 0.15%
37,578
-11,629
117
$11.1M 0.15%
114,106
-46,522
118
$11M 0.15%
28,287
-1,695
119
$10.8M 0.14%
152,916
-9,672
120
$10.7M 0.14%
96,741
-73,012
121
$10.6M 0.14%
115,795
-17,783
122
$10.6M 0.14%
41,355
+443
123
$10.6M 0.14%
45,642
-15,067
124
$10.6M 0.14%
27,343
-12,721
125
$10.5M 0.14%
348,518
-333,756
3 4
5
6 7