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
$1.72B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.2M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$9.09M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.28M

Top Sells

1
+$6.84M
2
+$6.57M
3
+$4.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Sector Composition

1 Technology 8.56%
2 Consumer Discretionary 6.62%
3 Financials 3.95%
4 Industrials 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.81M 0.11%
18,815
+2,322
152
$1.81M 0.1%
35,543
-8,465
153
$1.79M 0.1%
6,607
+2,210
154
$1.79M 0.1%
+10,319
155
$1.75M 0.1%
14,331
+2,027
156
$1.72M 0.1%
74,338
-7,275
157
$1.7M 0.1%
12,665
+4,965
158
$1.68M 0.1%
+10,251
159
$1.68M 0.1%
104,658
+101,920
160
$1.67M 0.1%
29,230
+601
161
$1.61M 0.09%
38,104
+5,156
162
$1.57M 0.09%
1,005
-559
163
$1.55M 0.09%
36,421
+580
164
$1.47M 0.09%
71,037
-28,033
165
$1.42M 0.08%
+15,782
166
$1.39M 0.08%
21,483
+7,947
167
$1.34M 0.08%
90,358
+24,095
168
$1.33M 0.08%
52,106
+37,114
169
$1.31M 0.08%
+4,624
170
$1.27M 0.07%
8,730
+5,010
171
$1.26M 0.07%
+15,418
172
$1.25M 0.07%
10,315
-6,612
173
$1.15M 0.07%
5,263
+2,432
174
$1.14M 0.07%
+13,300
175
$1.14M 0.07%
9,893
-6,671
5 6
7
8 9