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
326
$1.8M 0.03%
10,228
-172
327
$1.8M 0.03%
27,248
-2,871
328
$1.8M 0.03%
62,434
-15
329
$1.78M 0.03%
33,232
-3,584
330
$1.77M 0.03%
7,528
-184
331
$1.77M 0.03%
21,570
+3,240
332
$1.76M 0.03%
39,720
-681
333
$1.74M 0.03%
14,706
+4,121
334
$1.7M 0.03%
9,870
+2,551
335
$1.67M 0.02%
25,462
-3,066
336
$1.66M 0.02%
17,384
+2,174
337
$1.63M 0.02%
16,318
-950
338
$1.63M 0.02%
16,285
-2,706
339
$1.63M 0.02%
50,536
+1,794
340
$1.62M 0.02%
20,586
-1,085
341
$1.62M 0.02%
3,488
+797
342
$1.58M 0.02%
3,378
-734
343
$1.58M 0.02%
12,382
-1,030
344
$1.57M 0.02%
7,964
-2,060
345
$1.56M 0.02%
19,165
-6,943
346
$1.54M 0.02%
36,589
-32,152
347
$1.54M 0.02%
22,811
+4,672
348
$1.53M 0.02%
14,355
+843
349
$1.53M 0.02%
33,267
-4,081
350
$1.53M 0.02%
6,767
+2,455
12 13
14
15 16