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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.23M 0.13%
40,396
-37,504
127
$2.19M 0.13%
31,398
-26,023
128
$2.16M 0.13%
26,258
+12,189
129
$2.14M 0.13%
21,545
+15,436
130
$1.96M 0.12%
39,060
-23,893
131
$1.9M 0.11%
91,869
-151,672
132
$1.88M 0.11%
8,613
+2,796
133
$1.87M 0.11%
13,260
+7,663
134
$1.87M 0.11%
37,490
-20,675
135
$1.87M 0.11%
4,931
+209
136
$1.76M 0.11%
68,174
-9,706
137
$1.75M 0.1%
7,841
+4,376
138
$1.63M 0.1%
28,523
+23,453
139
$1.61M 0.1%
11,828
+225
140
$1.56M 0.09%
11,458
+3,052
141
$1.55M 0.09%
30,313
+4,340
142
$1.55M 0.09%
73,781
+19,746
143
$1.54M 0.09%
53,041
-80,597
144
$1.52M 0.09%
30,048
+7,054
145
$1.51M 0.09%
9,844
+8,493
146
$1.5M 0.09%
8,409
-15,301
147
$1.5M 0.09%
20,688
-1,004
148
$1.49M 0.09%
8,217
+6,828
149
$1.43M 0.09%
49,431
+33,435
150
$1.42M 0.08%
14,788
+12,357
4 5
6
7 8