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
$844M
AUM Growth
-$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$20.9M
3
+$11.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.42M
5
HAL icon
Halliburton
HAL
+$8.78M

Top Sells

1
+$5.96M
2
+$5.16M
3
+$4.03M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.68M
5
HD icon
Home Depot
HD
+$3.09M

Sector Composition

1 Technology 7.81%
2 Industrials 2.98%
3 Consumer Discretionary 2.87%
4 Consumer Staples 2.84%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$177K 0.02%
3,074
202
$176K 0.02%
+3,868
203
$175K 0.02%
3,121
+1,686
204
$169K 0.02%
2,854
-48
205
$163K 0.02%
+1,647
206
$160K 0.02%
1,207
207
$159K 0.02%
3,782
-25,089
208
$159K 0.02%
4,496
+2,448
209
$156K 0.02%
10,110
+900
210
$154K 0.02%
1,791
-107
211
$153K 0.02%
1,701
+262
212
$152K 0.02%
1,007
-334
213
$149K 0.02%
2,092
-744
214
$148K 0.02%
780
+188
215
$147K 0.02%
5,046
+3,237
216
$142K 0.02%
1,021
-229
217
$141K 0.02%
3,941
+1,246
218
$140K 0.02%
3,631
-1,136
219
$138K 0.02%
+6,791
220
$138K 0.02%
1,379
-8,565
221
$136K 0.02%
1,138
+11
222
$134K 0.02%
+3,315
223
$125K 0.01%
+1,000
224
$123K 0.01%
5,095
+2,898
225
$116K 0.01%
2,189
-3,986
7 8
9
10 11