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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.17M 0.12%
54,969
-51,000
127
$2.12M 0.12%
77,880
128
$2.08M 0.12%
27,070
129
$2.03M 0.11%
12,200
130
$2.02M 0.11%
9,432
131
$1.97M 0.11%
101,000
132
$1.93M 0.11%
11,603
133
$1.84M 0.1%
21,692
134
$1.8M 0.1%
28,463
-11,661
135
$1.78M 0.1%
5,817
136
$1.78M 0.1%
85,556
137
$1.71M 0.1%
14,000
-146
138
$1.69M 0.09%
94,100
139
$1.64M 0.09%
45,047
140
$1.58M 0.09%
26,104
141
$1.57M 0.09%
4,231
142
$1.54M 0.09%
25,973
143
$1.53M 0.09%
8,406
144
$1.52M 0.08%
25,587
145
$1.51M 0.08%
66,012
146
$1.44M 0.08%
13,072
147
$1.44M 0.08%
10,891
148
$1.42M 0.08%
5,875
149
$1.41M 0.08%
6,290
150
$1.36M 0.08%
10,246
4 5
6
7 8