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
$1.72B
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.3M
3
+$11.2M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$9.09M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$8.28M

Top Sells

1
+$6.84M
2
+$6.57M
3
+$4.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.35M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.94M

Sector Composition

1 Technology 8.56%
2 Consumer Discretionary 6.62%
3 Financials 3.95%
4 Industrials 3.66%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.12M 0.07%
4,236
-702
177
$1.12M 0.07%
+41,559
178
$1.09M 0.06%
9,500
179
$1.08M 0.06%
12,254
180
$1.08M 0.06%
5,548
+3,272
181
$1.05M 0.06%
8,172
+6,797
182
$1.04M 0.06%
+22,110
183
$1.04M 0.06%
26,551
-9,757
184
$1.01M 0.06%
12,925
+7,345
185
$984K 0.06%
5,943
+2,774
186
$983K 0.06%
7,806
+1,498
187
$964K 0.06%
18,711
+6,903
188
$947K 0.06%
9,300
+1,746
189
$907K 0.05%
12,116
-1,136
190
$902K 0.05%
+15,793
191
$900K 0.05%
3,894
+1,200
192
$893K 0.05%
18,720
+7,125
193
$880K 0.05%
7,198
+1,740
194
$871K 0.05%
17,067
-7,407
195
$860K 0.05%
15,586
+218
196
$844K 0.05%
+16,995
197
$842K 0.05%
20,652
+3,278
198
$841K 0.05%
99,208
+80,788
199
$827K 0.05%
6,327
+5,052
200
$818K 0.05%
11,715
+1,111
6 7
8
9 10