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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.1%
4,976
+45
127
$1.77M 0.1%
28,151
-372
128
$1.75M 0.1%
10,823
+5,682
129
$1.73M 0.1%
26,190
-28,991
130
$1.73M 0.1%
8,071
+230
131
$1.71M 0.1%
+11,471
132
$1.71M 0.1%
35,431
-2,059
133
$1.7M 0.1%
16,603
-25,908
134
$1.65M 0.09%
63,833
-10,783
135
$1.64M 0.09%
41,112
+13,864
136
$1.61M 0.09%
13,304
-3,075
137
$1.61M 0.09%
22,568
-10,185
138
$1.6M 0.09%
18,583
-12,815
139
$1.59M 0.09%
31,756
-7,304
140
$1.58M 0.09%
52,726
-3,302
141
$1.58M 0.09%
12,221
+393
142
$1.57M 0.09%
101,000
143
$1.55M 0.09%
+11,525
144
$1.54M 0.09%
92,085
+216
145
$1.51M 0.09%
9,224
+815
146
$1.49M 0.09%
26,440
+182
147
$1.48M 0.08%
19,285
+12,969
148
$1.48M 0.08%
46,579
+4,679
149
$1.45M 0.08%
68,099
-75
150
$1.45M 0.08%
+17,558
4 5
6
7 8