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
276
$67K 0.01%
319
277
$67K 0.01%
+2,331
278
$67K 0.01%
1,189
279
$67K 0.01%
+401
280
$66K 0.01%
+559
281
$66K 0.01%
1,277
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282
$66K 0.01%
1,000
283
$65K 0.01%
1,000
284
$65K 0.01%
+1,116
285
$64K 0.01%
+2,100
286
$64K 0.01%
627
-25
287
$63K 0.01%
+884
288
$58K 0.01%
+1,870
289
$57K 0.01%
761
290
$56K 0.01%
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291
$56K 0.01%
825
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292
$54K 0.01%
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293
$54K 0.01%
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294
$53K 0.01%
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295
$53K 0.01%
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296
$52K 0.01%
+1,462
297
$51K 0.01%
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298
$51K 0.01%
+1,202
299
$51K 0.01%
13,536
+2,886
300
$50K 0.01%
1,057
+483
10 11
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