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
$1.29B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$13.8M
3
+$9.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.32M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.66M

Top Sells

1
+$31M
2
+$23.3M
3
+$18.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$17.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.99M

Sector Composition

1 Technology 7.38%
2 Consumer Discretionary 4.8%
3 Industrials 2.84%
4 Communication Services 2.78%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$357K 0.03%
7,587
+4,187
202
$348K 0.03%
2,854
+2,745
203
$347K 0.03%
12,740
-8,120
204
$342K 0.03%
4,937
-6
205
$335K 0.03%
2,447
206
$333K 0.03%
+925
207
$322K 0.02%
2,111
+60
208
$318K 0.02%
1,512
-46
209
$318K 0.02%
1,891
-279
210
$303K 0.02%
964
-3,221
211
$299K 0.02%
68,520
-39,700
212
$298K 0.02%
300
213
$297K 0.02%
2,483
-302
214
$292K 0.02%
6,521
-4,459
215
$287K 0.02%
5,180
+162
216
$277K 0.02%
5,304
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217
$266K 0.02%
4,699
-26,786
218
$262K 0.02%
1,139
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219
$259K 0.02%
1,614
-71
220
$257K 0.02%
4,030
-46,364
221
$245K 0.02%
2,222
+70
222
$240K 0.02%
8,296
-53,617
223
$240K 0.02%
2,897
-9
224
$237K 0.02%
4,406
-925
225
$235K 0.02%
3,809
-3,342
7 8
9
10 11