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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$713K 0.08%
20,438
+1,266
127
$697K 0.08%
+13,972
128
$696K 0.08%
8,815
-284
129
$694K 0.08%
+7,328
130
$682K 0.08%
12,123
-17,495
131
$677K 0.08%
18,020
+6,690
132
$668K 0.08%
+34,670
133
$665K 0.08%
3,054
+2,409
134
$663K 0.08%
33,634
-22,582
135
$653K 0.08%
14,258
-27,607
136
$650K 0.08%
39,680
-88,684
137
$645K 0.08%
3,530
-532
138
$641K 0.08%
118,920
+19,500
139
$630K 0.07%
67,386
+59,809
140
$623K 0.07%
31,020
-1,050
141
$608K 0.07%
3,511
+2,761
142
$605K 0.07%
968
-173
143
$598K 0.07%
6,904
+5,142
144
$592K 0.07%
8,471
+7,083
145
$587K 0.07%
13,952
-34,958
146
$557K 0.07%
131,714
+72,884
147
$535K 0.06%
+4,845
148
$525K 0.06%
15,379
+200
149
$517K 0.06%
11,420
-30
150
$505K 0.06%
12,358
-20,941
4 5
6
7 8