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
301
$2.2M 0.03%
34,761
-14,575
302
$2.19M 0.03%
8,590
-1,051
303
$2.13M 0.03%
20,039
-1,369
304
$2.1M 0.03%
3,734
-526
305
$2.1M 0.03%
36,263
-358,753
306
$2.1M 0.03%
15,891
-2,238
307
$2.08M 0.03%
17,562
-1,529
308
$2.08M 0.03%
11,864
-3,424
309
$2.07M 0.03%
27,091
-1,694
310
$2.06M 0.03%
35,797
-4,631
311
$2.05M 0.03%
9,551
-3,005
312
$2.03M 0.03%
14,824
-1,374
313
$2.03M 0.03%
46,855
-1,582
314
$2.02M 0.03%
22,638
-1,441
315
$1.98M 0.03%
45,269
-14,500
316
$1.98M 0.03%
91,834
-318,507
317
$1.97M 0.03%
13,099
-1,299
318
$1.96M 0.03%
22,292
-3,731
319
$1.92M 0.03%
14,965
-7,096
320
$1.9M 0.03%
13,741
-191
321
$1.88M 0.03%
24,156
-1,428
322
$1.86M 0.03%
33,640
-1,578
323
$1.83M 0.03%
30,315
-8,902
324
$1.83M 0.03%
6,591
-565
325
$1.82M 0.03%
17,946
+1,919
11 12
13
14 15