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
251
$96K 0.01%
1,540
+2
252
$95K 0.01%
650
+30
253
$94K 0.01%
2,250
254
$92K 0.01%
5,000
255
$92K 0.01%
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256
$91K 0.01%
15,000
-5,000
257
$89K 0.01%
359
258
$89K 0.01%
4,400
259
$88K 0.01%
9,200
-162,100
260
$87K 0.01%
875
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261
$85K 0.01%
616
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262
$85K 0.01%
905
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263
$84K 0.01%
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264
$82K 0.01%
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265
$79K 0.01%
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266
$77K 0.01%
962
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267
$76K 0.01%
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269
$74K 0.01%
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$71K 0.01%
689
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$70K 0.01%
+4,391
272
$70K 0.01%
538
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273
$69K 0.01%
+1,227
274
$68K 0.01%
257
-10,143
275
$68K 0.01%
+313
9 10
11
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