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
251
$3.21M 0.05%
115,189
+46,073
252
$3.19M 0.05%
7,160
-575
253
$3.16M 0.05%
62,534
-3,570
254
$3.14M 0.05%
13,247
-3,013
255
$3.11M 0.05%
67,402
-2,108
256
$3.07M 0.05%
91,856
-6,098
257
$3.04M 0.05%
33,342
-2,057
258
$3.03M 0.05%
31,222
-1,123
259
$3.01M 0.04%
31,001
-9,153
260
$3M 0.04%
32,306
-7,873
261
$2.99M 0.04%
7,826
+1,831
262
$2.98M 0.04%
6,126
-162
263
$2.96M 0.04%
6,755
-618
264
$2.96M 0.04%
34,546
-4,772
265
$2.96M 0.04%
29,504
+647
266
$2.94M 0.04%
49,730
-30,121
267
$2.93M 0.04%
48,674
-7,204
268
$2.92M 0.04%
74,650
-14,050
269
$2.83M 0.04%
292,348
-81,836
270
$2.76M 0.04%
23,082
-849
271
$2.73M 0.04%
39,739
-9,233
272
$2.71M 0.04%
21,475
-1,358
273
$2.69M 0.04%
23,508
-11,483
274
$2.69M 0.04%
79,565
-3,087
275
$2.67M 0.04%
78,610
-23,431
9 10
11
12 13