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
$875M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$38.6M
3
+$20.2M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$17.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$14.8M

Top Sells

1
+$7.37M
2
+$6.22M
3
+$6.1M
4
CVS icon
CVS Health
CVS
+$6.01M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$5.83M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 3.93%
3 Communication Services 2.91%
4 Consumer Staples 2.72%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$172K 0.02%
9,210
+2,765
202
$169K 0.02%
13,187
+1,725
203
$166K 0.02%
504
-4,700
204
$165K 0.02%
1,158
-28
205
$165K 0.02%
2,636
+900
206
$164K 0.02%
1,250
-8
207
$163K 0.02%
1,439
+303
208
$161K 0.02%
5,011
-2,350
209
$155K 0.02%
2,197
210
$151K 0.02%
1,400
-12,116
211
$149K 0.02%
1,163
-31,139
212
$149K 0.02%
1,762
+221
213
$149K 0.02%
2,947
-7,586
214
$148K 0.02%
645
-7,030
215
$145K 0.02%
603
+3
216
$144K 0.02%
1,640
-43
217
$144K 0.02%
975
+359
218
$138K 0.02%
1,127
-50
219
$137K 0.02%
592
-10,050
220
$135K 0.02%
8,074
+3,683
221
$133K 0.02%
+12,418
222
$130K 0.01%
1,325
+10
223
$129K 0.01%
1,388
+297
224
$129K 0.01%
1,129
225
$128K 0.01%
+3,656
7 8
9
10 11