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
$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
301
$50K 0.01%
+871
302
$50K 0.01%
+1,429
303
$50K 0.01%
1,312
+180
304
$50K 0.01%
+1,116
305
$49K 0.01%
+45
306
$49K 0.01%
753
-253
307
$49K 0.01%
574
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308
$48K 0.01%
+2,929
309
$47K 0.01%
3,000
310
$47K 0.01%
605
311
$46K 0.01%
+140
312
$46K 0.01%
1,131
-56
313
$46K 0.01%
518
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314
$45K 0.01%
225
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315
$45K 0.01%
661
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316
$44K 0.01%
+2,346
317
$44K 0.01%
+394
318
$44K 0.01%
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319
$44K 0.01%
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$43K 0.01%
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321
$43K 0.01%
3,000
322
$42K 0.01%
+203
323
$42K 0.01%
+174
324
$41K 0.01%
+1,580
325
$41K 0.01%
+596
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