PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.4M 0.14%
25,676
-6,928
127
$10.3M 0.14%
93,704
-14,201
128
$9.86M 0.13%
413,848
-11,481
129
$9.81M 0.13%
173,935
-69,132
130
$9.72M 0.13%
107,892
-31,248
131
$9.61M 0.13%
118,700
-50,299
132
$9.53M 0.13%
101,784
-7,253
133
$9.46M 0.13%
199,831
-20,849
134
$9.43M 0.13%
13,329
-1,545
135
$9.06M 0.12%
52,614
-13
136
$8.8M 0.12%
28,542
-2,867
137
$8.7M 0.12%
219,574
+24,254
138
$8.68M 0.12%
140,004
-111,055
139
$8.63M 0.11%
31,588
+2,886
140
$8.61M 0.11%
210,916
-98,350
141
$8.54M 0.11%
295,975
+230,074
142
$8.52M 0.11%
96,870
-34,805
143
$8.39M 0.11%
28,055
-1,640
144
$8.37M 0.11%
164,134
-67,435
145
$8.37M 0.11%
48,305
-1,857
146
$8.23M 0.11%
112,291
-1
147
$8.22M 0.11%
187,874
-93,066
148
$8.21M 0.11%
179,379
-19,399
149
$8.06M 0.11%
315,920
-251,381
150
$7.83M 0.1%
50,205
-34,185
4 5
6
7 8