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
401
$24K ﹤0.01%
1,200
402
$23K ﹤0.01%
+369
403
$23K ﹤0.01%
428
+65
404
$23K ﹤0.01%
1,284
+156
405
$23K ﹤0.01%
1,500
406
$23K ﹤0.01%
4,000
407
$22K ﹤0.01%
+98
408
$22K ﹤0.01%
+142
409
$22K ﹤0.01%
+141
410
$21K ﹤0.01%
+477
411
$21K ﹤0.01%
+100
412
$21K ﹤0.01%
300
413
$21K ﹤0.01%
+311
414
$20K ﹤0.01%
+124
415
$20K ﹤0.01%
+90
416
$20K ﹤0.01%
+1,423
417
$20K ﹤0.01%
600
418
$20K ﹤0.01%
230
-306
419
$20K ﹤0.01%
+136
420
$20K ﹤0.01%
+252
421
$20K ﹤0.01%
+124
422
$20K ﹤0.01%
+106
423
$19K ﹤0.01%
+224
424
$19K ﹤0.01%
+162
425
$19K ﹤0.01%
+201
15 16
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