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
$646M
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$15.3M
3
+$11.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.95M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.42M

Top Sells

1
+$10.2M
2
+$5.48M
3
+$4.69M
4
XYZ
Block Inc
XYZ
+$3.89M
5
LULU icon
lululemon athletica
LULU
+$3.5M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 5.25%
3 Communication Services 4.63%
4 Healthcare 4.5%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125K 0.02%
+1,507
227
$124K 0.02%
1,315
+315
228
$123K 0.02%
1,575
+36
229
$123K 0.02%
+1,136
230
$123K 0.02%
+2,231
231
$121K 0.02%
660
232
$121K 0.02%
512
+3
233
$118K 0.02%
3,455
+2,849
234
$118K 0.02%
728
+95
235
$116K 0.02%
600
+474
236
$114K 0.02%
750
-1,300
237
$112K 0.02%
2,000
-1,600
238
$111K 0.02%
8,000
-89,864
239
$110K 0.02%
1,355
+355
240
$108K 0.02%
1,736
-62,523
241
$108K 0.02%
1,107
+557
242
$107K 0.02%
1,450
-1,400
243
$106K 0.02%
3,898
-1,094
244
$105K 0.02%
+2,695
245
$103K 0.02%
2,550
+60
246
$102K 0.02%
4,434
+1,068
247
$102K 0.02%
1,091
+696
248
$100K 0.02%
+1,093
249
$97K 0.02%
503
+118
250
$97K 0.02%
+800
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