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
$315M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.12M
3
+$6.84M
4
KSS icon
Kohl's
KSS
+$6.25M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$5.46M

Top Sells

1
+$5.33M
2
+$3.84M
3
+$3.45M
4
COST icon
Costco
COST
+$3.3M
5
COP icon
ConocoPhillips
COP
+$3.21M

Sector Composition

1 Technology 14.06%
2 Industrials 12.45%
3 Consumer Discretionary 8.14%
4 Financials 6.62%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$38K 0.01%
448
+103
202
$36K 0.01%
220
+20
203
$34K 0.01%
+1,000
204
$34K 0.01%
673
-475
205
$32K 0.01%
346
206
$32K 0.01%
450
207
$31K 0.01%
380
-306
208
$30K 0.01%
340
+1
209
$30K 0.01%
+2,000
210
$29K 0.01%
125
-14,218
211
$29K 0.01%
365
-14
212
$28K 0.01%
508
213
$27K 0.01%
+699
214
$26K 0.01%
303
-240
215
$26K 0.01%
500
216
$26K 0.01%
292
217
$25K 0.01%
144
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218
$23K 0.01%
200
-1,164
219
$22K 0.01%
175
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220
$22K 0.01%
10,000
+9,811
221
$20K 0.01%
125
222
$20K 0.01%
400
223
$20K 0.01%
75
224
$20K 0.01%
175
225
$19K 0.01%
168
-177
7 8
9
10 11