PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$13.1M
3
+$12.7M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$12.1M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M

Top Sells

1
+$4.82M
2
+$4.41M
3
+$4.06M
4
F icon
Ford
F
+$3.6M
5
STZ icon
Constellation Brands
STZ
+$3.42M

Sector Composition

1 Technology 8.22%
2 Consumer Discretionary 5.86%
3 Energy 5.54%
4 Industrials 5.16%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$95K 0.02%
1,000
202
$93K 0.02%
1,762
+1,307
203
$93K 0.02%
4,400
204
$91K 0.02%
5,000
205
$90K 0.02%
+1,538
206
$90K 0.02%
2,250
+666
207
$88K 0.02%
359
-10
208
$87K 0.02%
3,366
-231
209
$87K 0.02%
+2,789
210
$86K 0.02%
656
211
$86K 0.02%
+573
212
$82K 0.02%
900
-900
213
$81K 0.01%
600
214
$81K 0.01%
3,250
+1,500
215
$80K 0.01%
1,800
216
$78K 0.01%
774
+474
217
$77K 0.01%
1,000
218
$74K 0.01%
385
219
$74K 0.01%
+1,154
220
$73K 0.01%
924
-1
221
$73K 0.01%
+656
222
$72K 0.01%
550
223
$71K 0.01%
1,845
+2
224
$69K 0.01%
+652
225
$68K 0.01%
+1,189
7 8
9
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