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
$315M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$6.84M
4
KSS icon
Kohl's
KSS
+$6.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.46M

Top Sells

1
+$5.33M
2
+$3.84M
3
+$3.45M
4
COST icon
Costco
COST
+$3.3M
5
COP icon
ConocoPhillips
COP
+$3.21M

Sector Composition

1 Technology 14.06%
2 Industrials 12.45%
3 Consumer Discretionary 8.14%
4 Financials 6.62%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$119K 0.04%
4,333
152
$111K 0.04%
2,200
153
$111K 0.04%
2,100
154
$111K 0.04%
1,000
155
$109K 0.03%
1,800
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156
$105K 0.03%
+950
157
$104K 0.03%
+4,400
158
$104K 0.03%
1,200
159
$104K 0.03%
2,000
160
$101K 0.03%
903
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161
$98K 0.03%
+2,104
162
$98K 0.03%
1,450
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163
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164
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165
$94K 0.03%
2,300
-4,330
166
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2,400
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167
$93K 0.03%
10,000
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168
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5,000
169
$89K 0.03%
1,500
170
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300
171
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3,600
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173
$80K 0.03%
1,700
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174
$78K 0.02%
902
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175
$77K 0.02%
733
+128
5 6
7
8 9