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
$1.67B
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$99.6M
2
+$87.9M
3
+$20.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$17.6M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$13.5M

Top Sells

1
+$8.66M
2
+$8.57M
3
+$7.79M
4
LULU icon
lululemon athletica
LULU
+$7.48M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$7.38M

Sector Composition

1 Technology 8.01%
2 Healthcare 3.91%
3 Consumer Discretionary 3.56%
4 Financials 3.35%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$702K 0.04%
6,163
+2,023
202
$696K 0.04%
14,820
+7,993
203
$668K 0.04%
18,486
+5,353
204
$640K 0.04%
26,052
+11,894
205
$631K 0.04%
+8,200
206
$595K 0.04%
+8,777
207
$588K 0.04%
17,134
-7,152
208
$587K 0.04%
3,332
+1,633
209
$584K 0.03%
15,406
-45,097
210
$583K 0.03%
5,720
+1,564
211
$582K 0.03%
14,666
+5,180
212
$575K 0.03%
8,058
+2,874
213
$571K 0.03%
2,951
-13,364
214
$569K 0.03%
+3,242
215
$559K 0.03%
7,334
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216
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6,921
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217
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4,815
-15,444
218
$543K 0.03%
5,724
-10,618
219
$541K 0.03%
+4,913
220
$540K 0.03%
+5,171
221
$538K 0.03%
+11,600
222
$535K 0.03%
+3,834
223
$533K 0.03%
13,279
-2,193
224
$531K 0.03%
22,780
+1,953
225
$527K 0.03%
5,787
-3,119
7 8
9
10 11