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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$978K 0.05%
15,476
-21,251
177
$976K 0.05%
22,292
178
$974K 0.05%
3,456
179
$970K 0.05%
5,422
180
$964K 0.05%
11,372
181
$962K 0.05%
3,589
182
$866K 0.05%
23,827
183
$845K 0.05%
24,286
184
$841K 0.05%
15,248
185
$838K 0.05%
5,500
186
$833K 0.05%
11,583
187
$816K 0.05%
17,345
188
$792K 0.04%
3,797
189
$788K 0.04%
21,594
190
$761K 0.04%
12,917
191
$756K 0.04%
15,472
192
$753K 0.04%
24,954
193
$748K 0.04%
5,597
194
$734K 0.04%
3,019
195
$733K 0.04%
12,237
196
$724K 0.04%
28,526
197
$712K 0.04%
10,516
198
$684K 0.04%
84,570
199
$675K 0.04%
2,691
200
$652K 0.04%
5,041
6 7
8
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