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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$502K 0.06%
6,287
-48
152
$502K 0.06%
9,585
+6,949
153
$495K 0.06%
14,847
+13,593
154
$494K 0.06%
8,998
+6,912
155
$471K 0.06%
12,398
-21,372
156
$461K 0.05%
+9,614
157
$422K 0.05%
1,692
+30
158
$398K 0.05%
18,225
159
$391K 0.05%
61,979
+7,597
160
$384K 0.05%
2,429
-13,681
161
$379K 0.04%
12,051
-1,708
162
$369K 0.04%
15,011
-16,165
163
$364K 0.04%
6,042
+252
164
$361K 0.04%
10,010
-8,525
165
$354K 0.04%
13,032
+12,392
166
$353K 0.04%
+4,133
167
$349K 0.04%
26,501
-13,800
168
$346K 0.04%
7,482
-2,884
169
$344K 0.04%
+11,398
170
$337K 0.04%
2,572
-10,980
171
$336K 0.04%
6,100
-1,500
172
$332K 0.04%
2,242
-16,484
173
$327K 0.04%
15,000
-27,100
174
$325K 0.04%
2,633
-32,664
175
$323K 0.04%
24,143
+2,220
5 6
7
8 9