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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$69K 0.05%
+1,000
152
$66K 0.05%
+1,000
153
$65K 0.05%
+700
154
$65K 0.05%
+2,500
155
$63K 0.05%
+1,200
156
$62K 0.05%
+10,000
157
$62K 0.05%
+2,250
158
$57K 0.04%
+300
159
$57K 0.04%
+847
160
$55K 0.04%
+1,200
161
$50K 0.04%
+4,000
162
$49K 0.04%
+3,595
163
$45K 0.03%
+841
164
$44K 0.03%
+800
165
$43K 0.03%
+660
166
$43K 0.03%
+1,750
167
$42K 0.03%
+1,000
168
$42K 0.03%
+800
169
$39K 0.03%
+350
170
$37K 0.03%
+606
171
$37K 0.03%
+906
172
$36K 0.03%
+425
173
$36K 0.03%
+300
174
$36K 0.03%
+2,708
175
$35K 0.03%
+800
5 6
7
8 9