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
351
$32K 0.01%
+585
352
$32K 0.01%
1,400
353
$31K ﹤0.01%
+1,118
354
$31K ﹤0.01%
115
-85
355
$31K ﹤0.01%
+161
356
$31K ﹤0.01%
+26
357
$31K ﹤0.01%
+322
358
$31K ﹤0.01%
+290
359
$30K ﹤0.01%
+100
360
$30K ﹤0.01%
+140
361
$30K ﹤0.01%
+415
362
$30K ﹤0.01%
28,500
+2,500
363
$29K ﹤0.01%
+899
364
$29K ﹤0.01%
+1,381
365
$29K ﹤0.01%
+364
366
$29K ﹤0.01%
+442
367
$29K ﹤0.01%
+500
368
$28K ﹤0.01%
+423
369
$28K ﹤0.01%
1,500
370
$28K ﹤0.01%
+181
371
$28K ﹤0.01%
+1,000
372
$28K ﹤0.01%
+645
373
$28K ﹤0.01%
+1,078
374
$27K ﹤0.01%
+14
375
$27K ﹤0.01%
+904
13 14
15
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