PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$178K 0.03%
3,760
-2,169
177
$168K 0.03%
11,917
178
$164K 0.03%
3,600
179
$160K 0.03%
3,907
-55,757
180
$147K 0.03%
940
181
$147K 0.03%
1,965
182
$144K 0.03%
509
+59
183
$134K 0.02%
5,890
+700
184
$130K 0.02%
4,992
-451
185
$129K 0.02%
439
+411
186
$125K 0.02%
+1,662
187
$124K 0.02%
+10,000
188
$121K 0.02%
1,509
-12
189
$120K 0.02%
660
190
$120K 0.02%
+1,539
191
$117K 0.02%
+20,000
192
$116K 0.02%
1,340
193
$116K 0.02%
2,275
-1,217
194
$113K 0.02%
300
195
$107K 0.02%
736
+712
196
$107K 0.02%
733
+71
197
$107K 0.02%
633
-45
198
$106K 0.02%
2,490
-1,890
199
$104K 0.02%
+2,470
200
$102K 0.02%
620
+220
6 7
8
9 10