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
$315M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$6.84M
4
KSS icon
Kohl's
KSS
+$6.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.46M

Top Sells

1
+$5.33M
2
+$3.84M
3
+$3.45M
4
COST icon
Costco
COST
+$3.3M
5
COP icon
ConocoPhillips
COP
+$3.21M

Sector Composition

1 Technology 14.06%
2 Industrials 12.45%
3 Consumer Discretionary 8.14%
4 Financials 6.62%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$76K 0.02%
+2,200
177
$74K 0.02%
1,600
+135
178
$73K 0.02%
2,250
179
$72K 0.02%
430
+296
180
$70K 0.02%
1,660
+1,060
181
$70K 0.02%
11,900
-548
182
$69K 0.02%
1,945
+1,569
183
$69K 0.02%
1,000
184
$68K 0.02%
1,000
185
$67K 0.02%
944
186
$67K 0.02%
3,000
-23,693
187
$66K 0.02%
965
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188
$63K 0.02%
515
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189
$62K 0.02%
800
-41,431
190
$59K 0.02%
381
191
$59K 0.02%
7,000
-82,040
192
$58K 0.02%
1,220
+1,140
193
$58K 0.02%
2,375
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194
$51K 0.02%
585
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195
$48K 0.02%
1,850
-400
196
$47K 0.01%
1,200
197
$45K 0.01%
560
-480
198
$44K 0.01%
806
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199
$43K 0.01%
+840
200
$43K 0.01%
600
-48,200
6 7
8
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