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
$343M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.68M
3
+$5.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.15M
5
F icon
Ford
F
+$4.04M

Top Sells

1
+$5.09M
2
+$5.04M
3
+$4.11M
4
FSLR icon
First Solar
FSLR
+$4.07M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.92M

Sector Composition

1 Technology 12.9%
2 Consumer Discretionary 12.32%
3 Industrials 6.89%
4 Financials 5.83%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 9.84%
524,610
-26,987
2
$25.7M 7.48%
235,559
+47,194
3
$14.2M 4.13%
244,396
+26,861
4
$9.91M 2.89%
111,280
-2,420
5
$8.16M 2.38%
151,917
+46,351
6
$8.06M 2.35%
169,724
+70,192
7
$8.03M 2.34%
308,657
+10,253
8
$6.77M 1.97%
59,232
+59,041
9
$6.68M 1.95%
107,407
+107,391
10
$6.4M 1.86%
149,153
+22,700
11
$6.38M 1.86%
119,271
-34,878
12
$5.9M 1.72%
85,811
+3,175
13
$5.46M 1.59%
+304,740
14
$5.22M 1.52%
96,755
-10,386
15
$5.2M 1.51%
69,360
+53,600
16
$5.01M 1.46%
137,175
+1,452
17
$4.97M 1.45%
50,608
-15,683
18
$4.79M 1.39%
55,393
+2,117
19
$4.64M 1.35%
29,050
+10,041
20
$4.61M 1.34%
524,689
+459,549
21
$4.17M 1.21%
71,120
+53,260
22
$3.96M 1.15%
22,599
+4,603
23
$3.91M 1.14%
141,783
+80,268
24
$3.48M 1.01%
18,142
+1,700
25
$3.46M 1.01%
75,994
+70,799
1
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