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
$1.8B
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$238K
2
+$17.8K

Top Sells

1
+$190M
2
+$58.9M
3
+$13.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.82M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$7.81M

Sector Composition

1 Technology 9.65%
2 Consumer Discretionary 4.73%
3 Financials 3.94%
4 Communication Services 3.82%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$649K 0.04%
1,417
202
$646K 0.04%
14,662
203
$646K 0.04%
1,286
204
$642K 0.04%
4,156
205
$638K 0.04%
7,824
206
$638K 0.04%
12,904
207
$633K 0.04%
3,444
208
$628K 0.03%
6,109
209
$628K 0.03%
6,868
210
$625K 0.03%
15,996
211
$623K 0.03%
5,885
212
$616K 0.03%
7,924
213
$614K 0.03%
11,650
-11,650
214
$603K 0.03%
20,827
215
$600K 0.03%
7,036
216
$596K 0.03%
5,132
217
$589K 0.03%
5,064
218
$587K 0.03%
4,311
219
$587K 0.03%
5,404
220
$578K 0.03%
3,968
221
$575K 0.03%
2,806
222
$571K 0.03%
6,142
-8,150
223
$568K 0.03%
12,714
224
$564K 0.03%
9,210
225
$563K 0.03%
13,133
7 8
9
10 11