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
326
$40K 0.01%
750
+500
327
$39K 0.01%
1,890
+520
328
$39K 0.01%
+321
329
$38K 0.01%
+190
330
$37K 0.01%
821
331
$37K 0.01%
+224
332
$37K 0.01%
2,000
333
$36K 0.01%
156
+115
334
$36K 0.01%
717
-93,393
335
$36K 0.01%
+686
336
$36K 0.01%
+660
337
$36K 0.01%
1,100
+100
338
$35K 0.01%
+1,362
339
$35K 0.01%
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340
$35K 0.01%
+436
341
$35K 0.01%
+93
342
$35K 0.01%
+350
343
$34K 0.01%
+762
344
$34K 0.01%
+306
345
$34K 0.01%
463
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346
$34K 0.01%
542
+178
347
$34K 0.01%
+272
348
$33K 0.01%
218
-39
349
$33K 0.01%
+303
350
$32K 0.01%
639
12 13
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