PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$691K 0.13%
13,749
+13,386
127
$689K 0.13%
16,803
+1,825
128
$683K 0.12%
27,750
-9,750
129
$680K 0.12%
+25,646
130
$670K 0.12%
6,039
+139
131
$669K 0.12%
+6,081
132
$667K 0.12%
3,818
+50
133
$635K 0.12%
42,630
-52,170
134
$634K 0.12%
11,091
+9,981
135
$600K 0.11%
11,903
+4,335
136
$588K 0.11%
24,667
+7,080
137
$584K 0.11%
3,408
+620
138
$579K 0.11%
+40,752
139
$574K 0.1%
+11,443
140
$570K 0.1%
16,670
+2,970
141
$558K 0.1%
18,225
142
$552K 0.1%
21,870
+2,300
143
$523K 0.1%
3,014
-636
144
$487K 0.09%
+16,931
145
$481K 0.09%
5,449
-96
146
$463K 0.08%
2,227
-14,886
147
$462K 0.08%
3,319
+210
148
$441K 0.08%
11,360
+35
149
$434K 0.08%
7,880
+7,080
150
$424K 0.08%
1,195
4 5
6
7 8