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
$1.38B
AUM Growth
+$90.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$5.9M
3
+$5.59M
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$4.43M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.4M

Top Sells

1
+$40.4M
2
+$12.3M
3
+$6.3M
4
ACI icon
Albertsons Companies
ACI
+$4.58M
5
IBB icon
iShares Biotechnology ETF
IBB
+$4.57M

Sector Composition

1 Technology 7.16%
2 Consumer Discretionary 5.93%
3 Industrials 4.06%
4 Financials 3.14%
5 Communication Services 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 10.7%
9,258,084
+274,974
2
$113M 8.15%
4,549,974
+225,339
3
$112M 8.07%
350,223
+8,663
4
$72.5M 5.24%
3,855,738
+153,510
5
$63.3M 4.57%
556,237
-107,778
6
$55.5M 4.01%
605,907
-16,844
7
$46.3M 3.35%
1,859,704
+63,984
8
$34.9M 2.52%
496,308
+56,216
9
$25.7M 1.86%
155,383
-243,825
10
$24.2M 1.75%
761,758
+185,618
11
$18.2M 1.32%
128,545
+12,909
12
$16.5M 1.19%
302,007
+67,088
13
$16M 1.15%
291,058
+29,037
14
$15.8M 1.14%
140,539
-2,762
15
$15.7M 1.13%
137,538
+1,118
16
$13.7M 0.99%
68,257
-3,745
17
$11.8M 0.85%
76,400
+16,880
18
$11.2M 0.81%
48,435
+30,328
19
$10.7M 0.77%
312,776
-88,025
20
$10.4M 0.75%
175,250
-12,520
21
$9.92M 0.72%
305,275
+64,925
22
$9.04M 0.65%
557,496
-62,080
23
$9M 0.65%
558,156
+23,130
24
$8.77M 0.63%
55,013
-3,146
25
$8.45M 0.61%
85,809
+17,167
1
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