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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$501K 0.04%
10,602
+510
177
$499K 0.04%
1,474
-361
178
$497K 0.04%
19,360
+2,834
179
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7,368
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180
$470K 0.04%
1,318
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181
$467K 0.04%
4,931
-1,049
182
$458K 0.04%
9,143
-7,117
183
$451K 0.03%
27,245
+1,781
184
$451K 0.03%
19,796
-10,025
185
$449K 0.03%
10,951
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186
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12,934
+6,750
187
$437K 0.03%
3,674
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188
$434K 0.03%
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189
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190
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192
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955
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193
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45,143
-85,285
194
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2,179
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195
$388K 0.03%
3,661
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196
$387K 0.03%
15,000
197
$383K 0.03%
6,227
-1,065
198
$378K 0.03%
6,736
+2,736
199
$374K 0.03%
1,851
-7,783
200
$361K 0.03%
4,188
-1,029
6 7
8
9 10