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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.34M 0.07%
5,800
152
$1.32M 0.07%
10,244
153
$1.3M 0.07%
50,998
154
$1.29M 0.07%
5,079
155
$1.27M 0.07%
8,463
156
$1.27M 0.07%
24,853
157
$1.25M 0.07%
4,211
158
$1.23M 0.07%
14,119
-1,250
159
$1.21M 0.07%
17,422
160
$1.21M 0.07%
6,948
161
$1.2M 0.07%
16,597
162
$1.2M 0.07%
4,731
163
$1.17M 0.07%
22,994
-3,110
164
$1.11M 0.06%
3,465
165
$1.11M 0.06%
21,426
166
$1.1M 0.06%
18,809
167
$1.05M 0.06%
14,074
168
$1.03M 0.06%
23,292
169
$1.03M 0.06%
8,906
-1,600
170
$1.03M 0.06%
24,526
171
$1.02M 0.06%
11,012
172
$1M 0.06%
54,035
173
$986K 0.05%
9,561
174
$984K 0.05%
5,754
-59
175
$982K 0.05%
5,846
5 6
7
8 9