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
$343M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.68M
3
+$5.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.15M
5
F icon
Ford
F
+$4.04M

Top Sells

1
+$5.09M
2
+$5.04M
3
+$4.11M
4
FSLR icon
First Solar
FSLR
+$4.07M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.92M

Sector Composition

1 Technology 12.9%
2 Consumer Discretionary 12.32%
3 Industrials 6.89%
4 Financials 5.83%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$111K 0.03%
+4,400
152
$110K 0.03%
1,360
+762
153
$110K 0.03%
1,521
+147
154
$109K 0.03%
400
155
$106K 0.03%
2,000
-769
156
$99K 0.03%
+1,000
157
$99K 0.03%
400
-3,600
158
$94K 0.03%
+1,340
159
$93K 0.03%
+1,000
160
$92K 0.03%
+662
161
$90K 0.03%
+369
162
$90K 0.03%
+3,597
163
$89K 0.03%
5,000
164
$88K 0.03%
+656
165
$88K 0.03%
+300
166
$87K 0.03%
1,004
+149
167
$82K 0.02%
925
-1,083
168
$79K 0.02%
+8,000
169
$78K 0.02%
+1,060
170
$77K 0.02%
1,000
171
$76K 0.02%
+1,374
172
$75K 0.02%
1,346
+509
173
$74K 0.02%
+550
174
$73K 0.02%
400
-13,115
175
$72K 0.02%
+600
5 6
7
8 9