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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$319K 0.04%
51,784
-117,325
177
$318K 0.04%
1,210
+15
178
$315K 0.04%
3,373
-12,637
179
$294K 0.03%
7,481
-33,316
180
$281K 0.03%
5,186
+463
181
$272K 0.03%
3,778
+1,358
182
$265K 0.03%
4,957
+4,204
183
$263K 0.03%
21,944
+41
184
$255K 0.03%
1,629
-216
185
$248K 0.03%
6,969
186
$246K 0.03%
1,213
+610
187
$244K 0.03%
2,002
+844
188
$243K 0.03%
5,900
-200
189
$224K 0.03%
660
+2
190
$224K 0.03%
5,380
+4,210
191
$224K 0.03%
35,900
+13,123
192
$211K 0.03%
3,833
+2,980
193
$202K 0.02%
1,762
-17,497
194
$199K 0.02%
4,600
195
$191K 0.02%
6,170
-47,441
196
$190K 0.02%
1,664
+689
197
$188K 0.02%
+2,096
198
$185K 0.02%
1,386
+861
199
$184K 0.02%
500
200
$182K 0.02%
7,368
+2,357
6 7
8
9 10