PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.53B
AUM Growth
-$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$99.2M
3
+$50.6M
4
CGBD icon
Carlyle Secured Lending
CGBD
+$31.3M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$31.2M

Top Sells

1
+$110M
2
+$95.1M
3
+$89.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$72.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55M

Sector Composition

1 Technology 12.22%
2 Financials 4.69%
3 Consumer Discretionary 3.63%
4 Industrials 3.24%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.94M 0.07%
71,965
-770
202
$4.88M 0.06%
70,360
-21,045
203
$4.82M 0.06%
45,574
+17,663
204
$4.81M 0.06%
27,878
-11,674
205
$4.76M 0.06%
33,776
-7,715
206
$4.73M 0.06%
24,206
-7,840
207
$4.73M 0.06%
163,330
-71,227
208
$4.68M 0.06%
48,096
-62,042
209
$4.67M 0.06%
34,349
-14,278
210
$4.66M 0.06%
130,153
-4,701
211
$4.65M 0.06%
34,908
-7,545
212
$4.56M 0.06%
24,399
-4,001
213
$4.53M 0.06%
55,433
-8,883
214
$4.48M 0.06%
24,665
+1,171
215
$4.35M 0.06%
12,401
+848
216
$4.34M 0.06%
77,403
-11,168
217
$4.28M 0.06%
16,592
-2,348
218
$4.28M 0.06%
56,596
-4,172
219
$4.27M 0.06%
106,381
-3,183
220
$4.25M 0.06%
121,229
-20,757
221
$4.21M 0.06%
+112,314
222
$4.19M 0.06%
25,254
-6,084
223
$4.17M 0.06%
18,560
-220
224
$4.17M 0.06%
90,362
-33,190
225
$4.17M 0.06%
60,030
-26,458
7 8
9
10 11