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
$1.6B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$8.58M
3
+$7.36M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.47M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.35M

Top Sells

1
+$17M
2
+$15.3M
3
+$9.09M
4
FSK icon
FS KKR Capital
FSK
+$7.57M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$7.57M

Sector Composition

1 Technology 8.59%
2 Consumer Discretionary 5.38%
3 Communication Services 3.54%
4 Industrials 3.3%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.52M 0.1%
46,818
-68,169
152
$1.51M 0.09%
100,000
-4,658
153
$1.47M 0.09%
20,044
+17,635
154
$1.46M 0.09%
+3,701
155
$1.46M 0.09%
15,000
-49,754
156
$1.45M 0.09%
24,607
-31,872
157
$1.44M 0.09%
56,428
+4,322
158
$1.4M 0.09%
64,609
-9,729
159
$1.34M 0.08%
+5,222
160
$1.33M 0.08%
+28,000
161
$1.33M 0.08%
4,857
-1,750
162
$1.27M 0.08%
+22,607
163
$1.27M 0.08%
20,740
-49,100
164
$1.25M 0.08%
11,043
+1,150
165
$1.25M 0.08%
8,412
-8,375
166
$1.23M 0.08%
+13,959
167
$1.2M 0.07%
+69,860
168
$1.2M 0.07%
58,617
-53,211
169
$1.16M 0.07%
32,605
-44,924
170
$1.14M 0.07%
13,500
-831
171
$1.13M 0.07%
7,075
-8,296
172
$1.12M 0.07%
6,374
-3,945
173
$1.1M 0.07%
45,100
-51,940
174
$1.07M 0.07%
3,973
-651
175
$1.04M 0.07%
22,110
5 6
7
8 9