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
$315M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$6.84M
4
KSS icon
Kohl's
KSS
+$6.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.46M

Top Sells

1
+$5.33M
2
+$3.84M
3
+$3.45M
4
COST icon
Costco
COST
+$3.3M
5
COP icon
ConocoPhillips
COP
+$3.21M

Sector Composition

1 Technology 14.06%
2 Industrials 12.45%
3 Consumer Discretionary 8.14%
4 Financials 6.62%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$184K 0.06%
7,281
-6,046
127
$182K 0.06%
2,440
-100
128
$180K 0.06%
3,339
-4,121
129
$177K 0.06%
1,800
130
$172K 0.05%
1,500
-1,800
131
$168K 0.05%
4,150
-6,497
132
$157K 0.05%
11,500
133
$155K 0.05%
2,988
+447
134
$155K 0.05%
807
+532
135
$153K 0.05%
2,380
136
$151K 0.05%
620
+495
137
$150K 0.05%
+5,425
138
$142K 0.05%
19,340
-3,390
139
$138K 0.04%
2,546
+431
140
$135K 0.04%
660
141
$131K 0.04%
4,200
-4,671
142
$130K 0.04%
765
+565
143
$130K 0.04%
1,850
+850
144
$129K 0.04%
1,420
+420
145
$129K 0.04%
1,750
+250
146
$125K 0.04%
7,185
-295
147
$123K 0.04%
2,115
+1,803
148
$122K 0.04%
1,140
+840
149
$121K 0.04%
940
150
$119K 0.04%
1,700
4 5
6
7 8