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
401
$1.16M 0.02%
18,353
-64
402
$1.15M 0.02%
46,502
-6,843
403
$1.15M 0.02%
23,037
-5,761
404
$1.15M 0.02%
10,210
-2,792
405
$1.14M 0.02%
11,449
-1,313
406
$1.14M 0.02%
5,484
-500
407
$1.13M 0.02%
5,878
-254
408
$1.13M 0.02%
4,323
-288
409
$1.13M 0.02%
77,887
-8,409
410
$1.13M 0.02%
47,465
-3,994
411
$1.12M 0.02%
10,143
-2,380
412
$1.12M 0.02%
10,868
+2,522
413
$1.11M 0.02%
27,723
-1,107
414
$1.11M 0.02%
4,288
-615
415
$1.1M 0.02%
12,641
-1,420
416
$1.1M 0.02%
7,943
-28
417
$1.1M 0.02%
58,535
-27,259
418
$1.09M 0.02%
15,873
+15
419
$1.09M 0.02%
41,454
-34,751
420
$1.08M 0.02%
3,628
-1,689
421
$1.08M 0.02%
32,768
+360
422
$1.07M 0.02%
95,933
+6,668
423
$1.07M 0.02%
9,940
+5,171
424
$1.07M 0.02%
12,155
-5,088
425
$1.03M 0.02%
6,347
-959
15 16
17
18 19