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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.2M 0.14%
85,304
+9,844
127
$2.17M 0.14%
9,410
-15,369
128
$2.17M 0.14%
+18,100
129
$2.16M 0.13%
2,728
+167
130
$2.12M 0.13%
+13,756
131
$2.08M 0.13%
42,519
+6,976
132
$2.02M 0.13%
13,911
-7,407
133
$2.02M 0.13%
13,606
-15,680
134
$2.01M 0.13%
15,758
-66
135
$1.98M 0.12%
+11,961
136
$1.97M 0.12%
+16,406
137
$1.94M 0.12%
7,485
-15,300
138
$1.85M 0.12%
33,960
-11,808
139
$1.8M 0.11%
15,207
+12,531
140
$1.75M 0.11%
5,800
+5,068
141
$1.73M 0.11%
29,129
-101
142
$1.72M 0.11%
28,887
-15,575
143
$1.69M 0.11%
3,931
-1,130
144
$1.69M 0.11%
24,098
+17,861
145
$1.66M 0.1%
20,307
-12,750
146
$1.61M 0.1%
30,236
-18,076
147
$1.58M 0.1%
6,036
+5,230
148
$1.57M 0.1%
+22,800
149
$1.54M 0.1%
12,870
-14,876
150
$1.54M 0.1%
+10,800
4 5
6
7 8