PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
-5.8%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$1.8B
AUM Growth
-$74.1M
(-4%)
Cap. Flow
-$335M
Cap. Flow
% of AUM
-18.66%
Top 10 Holdings %
Top 10 Hldgs %
48.99%
Holding
340
New
–
Increased
2
Reduced
108
Closed
–
Top Buys
| 1 |
ProShares UltraPro Short QQQ
SQQQ
|
$238K |
| 2 |
Coca-Cola
KO
|
$17.8K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$190M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$58.9M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$13.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
$9.82M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$7.81M |
Sector Composition
| 1 | Technology | 9.65% |
| 2 | Consumer Discretionary | 4.73% |
| 3 | Financials | 3.94% |
| 4 | Communication Services | 3.82% |
| 5 | Industrials | 2.84% |
