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
276
$2.62M 0.04%
19,683
-5,296
277
$2.59M 0.04%
44,515
-10,830
278
$2.59M 0.04%
29,528
-7,154
279
$2.58M 0.04%
18,771
-1,463
280
$2.57M 0.04%
50,319
+3,874
281
$2.57M 0.04%
27,959
-1,366
282
$2.56M 0.04%
5,755
-394
283
$2.56M 0.04%
24,886
-330,026
284
$2.54M 0.04%
42,708
-5,600
285
$2.53M 0.04%
10,273
-1,708
286
$2.52M 0.04%
28,716
-22,500
287
$2.51M 0.04%
4,692
-3
288
$2.5M 0.04%
5,529
+212
289
$2.49M 0.04%
9,961
-1,516
290
$2.48M 0.04%
14,728
-1,712
291
$2.44M 0.04%
11,579
-7,187
292
$2.43M 0.04%
40,439
-2,414
293
$2.4M 0.04%
22,501
-13,527
294
$2.38M 0.04%
10,280
-1,856
295
$2.36M 0.03%
49,052
-5,832
296
$2.32M 0.03%
80,528
-20,030
297
$2.31M 0.03%
117,230
-62,188
298
$2.3M 0.03%
17,011
-7,801
299
$2.28M 0.03%
7,599
-1,114
300
$2.22M 0.03%
8,364
-154
10 11
12
13 14