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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.77M 0.14%
+10,490
127
$1.74M 0.13%
17,927
-12,016
128
$1.73M 0.13%
4,631
-154
129
$1.73M 0.13%
5,212
-2,396
130
$1.69M 0.13%
14,038
+9,033
131
$1.69M 0.13%
44,006
-32,851
132
$1.67M 0.13%
53,332
+47,731
133
$1.67M 0.13%
6,912
-151
134
$1.62M 0.13%
6,108
+1,023
135
$1.61M 0.12%
9,815
136
$1.56M 0.12%
82,692
-173,090
137
$1.54M 0.12%
10,574
+7,702
138
$1.53M 0.12%
6,599
-498
139
$1.45M 0.11%
9,491
-5,450
140
$1.44M 0.11%
2,016
+326
141
$1.41M 0.11%
16,462
+1,098
142
$1.41M 0.11%
21,342
-2,208
143
$1.4M 0.11%
17,878
+17,103
144
$1.37M 0.11%
+14,098
145
$1.35M 0.1%
20,386
+19,186
146
$1.32M 0.1%
25,867
-2,273
147
$1.22M 0.09%
26,071
+1,188
148
$1.2M 0.09%
+59,940
149
$1.18M 0.09%
6,026
+3,491
150
$1.16M 0.09%
8,391
-28,819
4 5
6
7 8