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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$106K 0.08%
+2,300
127
$105K 0.08%
+940
128
$104K 0.08%
+425
129
$101K 0.08%
+2,200
130
$98K 0.08%
+4,551
131
$95K 0.07%
+1,200
132
$92K 0.07%
+1,000
133
$90K 0.07%
+1,000
134
$90K 0.07%
+905
135
$89K 0.07%
+5,000
136
$89K 0.07%
+654
137
$88K 0.07%
+357
138
$86K 0.07%
+1,270
139
$84K 0.06%
+1,040
140
$81K 0.06%
+1,000
141
$79K 0.06%
+2,250
142
$77K 0.06%
+1,500
143
$76K 0.06%
+2,180
144
$76K 0.06%
+1,400
145
$76K 0.06%
+2,000
146
$75K 0.06%
+1,654
147
$73K 0.06%
+1,600
148
$72K 0.06%
+944
149
$72K 0.06%
+2,200
150
$71K 0.05%
+810
4 5
6
7 8