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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.16M 0.09%
73,267
-356,354
152
$1.06M 0.08%
3,050
-2,725
153
$1.06M 0.08%
9,300
-20,200
154
$1.02M 0.08%
4,534
-9,618
155
$994K 0.08%
27,416
+2,620
156
$970K 0.08%
5,708
+4,758
157
$889K 0.07%
3,780
-5,748
158
$872K 0.07%
12,616
+90
159
$857K 0.07%
8,347
-18,919
160
$850K 0.07%
+1,666
161
$836K 0.06%
10,886
-73
162
$787K 0.06%
9,268
-60
163
$722K 0.06%
13,968
+537
164
$604K 0.05%
14,648
+190
165
$604K 0.05%
2,774
-10,798
166
$591K 0.05%
4,543
-968
167
$588K 0.05%
2,198
-147
168
$580K 0.04%
2,704
+86
169
$567K 0.04%
1,977
-237
170
$566K 0.04%
9,158
-183
171
$533K 0.04%
15,366
+3,090
172
$532K 0.04%
9,825
-2,555
173
$515K 0.04%
3,016
+2
174
$508K 0.04%
6,471
-1,499
175
$501K 0.04%
4,598
-849
5 6
7
8 9