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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.44M 0.08%
+5,325
152
$1.43M 0.08%
93,350
+19,569
153
$1.41M 0.08%
9,091
-10,081
154
$1.41M 0.08%
27,948
-2,100
155
$1.39M 0.08%
20,691
+3
156
$1.33M 0.08%
10,169
-1,289
157
$1.32M 0.08%
15,093
+3,216
158
$1.31M 0.08%
6,741
+2,851
159
$1.29M 0.07%
6,168
+2,049
160
$1.29M 0.07%
15,152
+12,416
161
$1.28M 0.07%
6,795
-266
162
$1.26M 0.07%
72,778
+300
163
$1.19M 0.07%
10,267
+58
164
$1.18M 0.07%
98,328
+7,381
165
$1.17M 0.07%
11,194
+5,031
166
$1.17M 0.07%
43,923
-9,118
167
$1.16M 0.07%
20,621
-901
168
$1.12M 0.06%
7,256
+4,546
169
$1.12M 0.06%
99,705
-9,002
170
$1.09M 0.06%
5,799
-7,926
171
$1.06M 0.06%
10,316
+851
172
$1.03M 0.06%
42,520
+1,018
173
$1M 0.06%
8,220
-2,095
174
$976K 0.06%
25,340
-755
175
$965K 0.06%
6,728
-2,284
5 6
7
8 9