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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.74M
3
+$4.18M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.89M
5
DVY icon
iShares Select Dividend ETF
DVY
+$3.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.65%
2 Consumer Discretionary 10.46%
3 Industrials 9.59%
4 Financials 6.72%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 8.71%
+184,866
2
$4.74M 3.66%
+112,100
3
$4.18M 3.22%
+24,330
4
$3.89M 3%
+102,076
5
$3.65M 2.81%
+37,049
6
$3.43M 2.65%
+63,300
7
$3.29M 2.54%
+45,400
8
$3.21M 2.48%
+18,627
9
$3.12M 2.41%
+69,057
10
$3.1M 2.39%
+57,515
11
$3.04M 2.35%
+58,500
12
$2.89M 2.23%
+36,800
13
$2.78M 2.14%
+25,454
14
$2.63M 2.03%
+51,300
15
$2.57M 1.98%
+18,500
16
$2.55M 1.97%
+40,419
17
$2.53M 1.95%
+35,300
18
$2.42M 1.86%
+44,827
19
$2.34M 1.8%
+22,900
20
$2.32M 1.79%
+31,200
21
$2.2M 1.7%
+114,755
22
$2.2M 1.7%
+43,477
23
$1.87M 1.44%
+45,400
24
$1.64M 1.26%
+34,746
25
$1.55M 1.2%
+25,799
1
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