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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.03%
+901
177
$34K 0.03%
+768
178
$34K 0.03%
+404
179
$33K 0.03%
+450
180
$30K 0.02%
+275
181
$29K 0.02%
+1,816
182
$27K 0.02%
+672
183
$27K 0.02%
+500
184
$27K 0.02%
+400
185
$25K 0.02%
+1,500
186
$25K 0.02%
+2,300
187
$25K 0.02%
+650
188
$24K 0.02%
+2,000
189
$22K 0.02%
+317
190
$22K 0.02%
+925
191
$20K 0.02%
+160
192
$19K 0.01%
+71
193
$19K 0.01%
+100
194
$17K 0.01%
+400
195
$16K 0.01%
+1,184
196
$15K 0.01%
+699
197
$13K 0.01%
+713
198
$12K 0.01%
+105
199
$9K 0.01%
+380
200
$9K 0.01%
+200
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