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
376
$1.37M 0.02%
9,264
-530
377
$1.36M 0.02%
28,910
-5,908
378
$1.36M 0.02%
3,481
-527
379
$1.35M 0.02%
11,089
-2,803
380
$1.34M 0.02%
1,279
-181
381
$1.34M 0.02%
48,567
-2,482
382
$1.34M 0.02%
22,808
-4,713
383
$1.34M 0.02%
2,066
-928
384
$1.33M 0.02%
8,405
-3,574
385
$1.32M 0.02%
26,119
-31,025
386
$1.32M 0.02%
8,434
-1,070
387
$1.3M 0.02%
11,285
-18,547
388
$1.3M 0.02%
7,890
-1,250
389
$1.3M 0.02%
4,366
-68,940
390
$1.29M 0.02%
7,090
-331
391
$1.28M 0.02%
20,359
-100
392
$1.26M 0.02%
11,438
-801
393
$1.25M 0.02%
8,234
-3,441
394
$1.24M 0.02%
15,513
-10,614
395
$1.23M 0.02%
53,858
-65,928
396
$1.2M 0.02%
17,354
-2,996
397
$1.2M 0.02%
16,656
-972
398
$1.2M 0.02%
23,170
-5,067
399
$1.2M 0.02%
29,075
-8,119
400
$1.18M 0.02%
20,295
-1,507
14 15
16
17 18