PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$416K 0.08%
4,960
-36,443
152
$390K 0.07%
3,100
153
$368K 0.07%
3,191
-1,353
154
$366K 0.07%
6,969
155
$345K 0.06%
5,791
156
$341K 0.06%
3,941
-2,820
157
$314K 0.06%
2,050
158
$310K 0.06%
852
-28
159
$306K 0.06%
54,880
+10,020
160
$303K 0.06%
3,001
+2,001
161
$300K 0.05%
+13,218
162
$286K 0.05%
1,080
+584
163
$264K 0.05%
5,900
164
$262K 0.05%
+13,819
165
$257K 0.05%
4,600
-237
166
$255K 0.05%
2,378
-612
167
$238K 0.04%
4,310
+60
168
$236K 0.04%
2,600
-28,400
169
$228K 0.04%
19,300
170
$226K 0.04%
2,757
-137
171
$217K 0.04%
+1,328
172
$204K 0.04%
2,850
-1,450
173
$204K 0.04%
3,600
174
$198K 0.04%
+3,074
175
$190K 0.03%
2,029
+628
5 6
7
8 9