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
351
$1.51M 0.02%
4,927
-662
352
$1.51M 0.02%
60,834
-3,134
353
$1.49M 0.02%
4,784
-486
354
$1.49M 0.02%
29,211
-35,707
355
$1.49M 0.02%
7,342
-502
356
$1.49M 0.02%
62,457
-3,256
357
$1.47M 0.02%
15,639
+1,404
358
$1.46M 0.02%
11,334
-6,110
359
$1.45M 0.02%
28,795
-22,016
360
$1.45M 0.02%
34,570
-1,898
361
$1.45M 0.02%
57,582
-3,743
362
$1.44M 0.02%
12,810
-3,716
363
$1.43M 0.02%
31,441
-5,366
364
$1.43M 0.02%
24,802
-5,500
365
$1.43M 0.02%
7,356
-5,921
366
$1.43M 0.02%
3,494
-382
367
$1.42M 0.02%
21,304
-1,335
368
$1.42M 0.02%
45,723
-20,391
369
$1.41M 0.02%
5,319
-1,004
370
$1.4M 0.02%
45,046
-3,931
371
$1.38M 0.02%
80,760
-9,357
372
$1.38M 0.02%
15,504
-610
373
$1.38M 0.02%
90,864
374
$1.38M 0.02%
33,159
-12,949
375
$1.38M 0.02%
+8,017
13 14
15
16 17