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
376
$27K ﹤0.01%
+111
377
$27K ﹤0.01%
275
378
$27K ﹤0.01%
+200
379
$27K ﹤0.01%
+97
380
$26K ﹤0.01%
+350
381
$26K ﹤0.01%
1,855
+12
382
$26K ﹤0.01%
+1,300
383
$26K ﹤0.01%
1,500
384
$26K ﹤0.01%
+480
385
$26K ﹤0.01%
+932
386
$26K ﹤0.01%
317
-539
387
$25K ﹤0.01%
+420
388
$25K ﹤0.01%
300
389
$25K ﹤0.01%
+213
390
$25K ﹤0.01%
+162
391
$25K ﹤0.01%
+480
392
$25K ﹤0.01%
5,000
393
$24K ﹤0.01%
+509
394
$24K ﹤0.01%
+211
395
$24K ﹤0.01%
+262
396
$24K ﹤0.01%
+169
397
$24K ﹤0.01%
+115
398
$24K ﹤0.01%
+520
399
$24K ﹤0.01%
94
400
$24K ﹤0.01%
+264
14 15
16
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