PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+6.05%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
250
New
248
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$11.3M |
| 2 |
Apple
AAPL
|
$4.74M |
| 3 |
United Rentals
URI
|
$4.18M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$3.89M |
| 5 |
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% |
