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
$1.74B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$13.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.7M

Top Sells

1
+$20.6M
2
+$17.5M
3
+$7.3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.73M
5
TMUS icon
T-Mobile US
TMUS
+$5.61M

Sector Composition

1 Technology 9.35%
2 Healthcare 5.14%
3 Consumer Discretionary 4.63%
4 Consumer Staples 3.81%
5 Industrials 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$705K 0.04%
+54,040
202
$702K 0.04%
+13,195
203
$696K 0.04%
3,995
-4,222
204
$683K 0.04%
21,667
+4,533
205
$680K 0.04%
1,802
+1,254
206
$675K 0.04%
14,743
-1,042
207
$663K 0.04%
2,453
-8,376
208
$653K 0.04%
12,393
-39
209
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7,216
-7,572
210
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4,712
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211
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29,393
+3,341
212
$632K 0.04%
20,485
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213
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24,177
-9,092
214
$616K 0.04%
9,626
-996
215
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216
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5,337
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217
$607K 0.03%
18,044
+2,535
218
$607K 0.03%
24,624
-2,964
219
$605K 0.03%
+1,100
220
$604K 0.03%
8,459
+2,955
221
$582K 0.03%
+4,024
222
$577K 0.03%
2,579
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223
$569K 0.03%
9,224
+5,969
224
$568K 0.03%
2,209
+1,233
225
$565K 0.03%
7,048
+1,261
7 8
9
10 11