PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.96B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.75B
AUM Growth
-$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$93.8M
3
+$90.9M
4
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$74.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$50.9M

Top Sells

1
+$121M
2
+$83.4M
3
+$41.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.3M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$35.6M

Sector Composition

1 Technology 11.12%
2 Healthcare 4.23%
3 Consumer Discretionary 3.73%
4 Financials 3.5%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.89M 0.06%
37,468
-987
227
$3.87M 0.06%
15,485
-2,235
228
$3.81M 0.06%
21,824
-1,930
229
$3.72M 0.06%
17,078
-1,126
230
$3.71M 0.05%
65,681
-5,153
231
$3.68M 0.05%
930
-143
232
$3.64M 0.05%
64,056
-1,220
233
$3.64M 0.05%
19,011
-3,270
234
$3.64M 0.05%
16,493
-1,747
235
$3.63M 0.05%
74,457
-156,852
236
$3.55M 0.05%
45,143
-442
237
$3.53M 0.05%
45,512
+4,515
238
$3.48M 0.05%
26,364
-2,563
239
$3.47M 0.05%
98,962
-197,339
240
$3.47M 0.05%
181,528
-33,538
241
$3.47M 0.05%
33,934
+7,919
242
$3.4M 0.05%
11,006
243
$3.38M 0.05%
15,489
-1,340
244
$3.34M 0.05%
22,547
+3,142
245
$3.34M 0.05%
20,313
-1,837
246
$3.33M 0.05%
39,705
-3,136
247
$3.33M 0.05%
23,555
-600
248
$3.28M 0.05%
3,210
-693
249
$3.24M 0.05%
508,785
-209,976
250
$3.24M 0.05%
+152,949
8 9
10
11 12