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
$1.07B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12.4M
3
+$7.03M
4
GLD icon
SPDR Gold Trust
GLD
+$5.7M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.2M

Top Sells

1
+$41.2M
2
+$12.4M
3
+$7.93M
4
TSLA icon
Tesla
TSLA
+$6.12M
5
AAPL icon
Apple
AAPL
+$5.83M

Sector Composition

1 Technology 6.64%
2 Consumer Discretionary 4.69%
3 Healthcare 3.68%
4 Communication Services 3.09%
5 Consumer Staples 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 11.43%
9,883,530
+1,002,090
2
$101M 9.42%
406,135
-166,594
3
$66.1M 6.19%
3,769,539
+281,214
4
$62.9M 5.89%
532,244
+117,745
5
$49M 4.59%
705,696
+62,277
6
$33.1M 3.1%
2,605,728
-6,784
7
$31.9M 2.99%
2,144,528
+195,660
8
$30.4M 2.84%
554,884
+58,003
9
$25.1M 2.35%
1,536,716
+49,436
10
$19M 1.78%
348,470
+63,734
11
$15.3M 1.43%
628,741
-325,840
12
$12.7M 1.19%
157,056
+18,404
13
$11.2M 1.05%
166,436
-86,748
14
$11M 1.03%
63,957
-8,264
15
$9.6M 0.9%
172,324
+23,821
16
$8.13M 0.76%
160,892
+6,974
17
$7.85M 0.74%
826,480
-193,040
18
$7.8M 0.73%
56,580
+5,820
19
$7.21M 0.68%
73,412
+21,841
20
$7.03M 0.66%
+92,800
21
$6.87M 0.64%
114,752
+17,259
22
$6.85M 0.64%
48,729
+23,591
23
$6.65M 0.62%
110,820
+9,864
24
$6.15M 0.58%
68,954
+42,740
25
$6.07M 0.57%
36,286
+34,044
1
2 3 4 5