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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$956K 0.05%
10,442
-3,808
177
$935K 0.05%
+16,999
178
$915K 0.05%
4,495
+1,544
179
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18,764
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180
$890K 0.05%
7,879
-32,772
181
$874K 0.05%
3,815
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182
$872K 0.05%
11,712
+129
183
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104,424
-2,318
184
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27,196
-300
185
$861K 0.05%
7,278
-15,009
186
$858K 0.05%
+17,466
187
$851K 0.05%
+16,920
188
$847K 0.05%
11,916
+3,716
189
$845K 0.05%
12,665
+50
190
$815K 0.05%
6,604
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191
$813K 0.05%
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192
$809K 0.05%
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193
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194
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-14,237
195
$767K 0.04%
9,783
-186
196
$761K 0.04%
23,338
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197
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10,341
+3,420
198
$742K 0.04%
8,036
+4,831
199
$715K 0.04%
18,423
-686
200
$709K 0.04%
7,386
+2,292
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8
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