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
426
$19K ﹤0.01%
+371
427
$19K ﹤0.01%
+1,000
428
$19K ﹤0.01%
+111
429
$18K ﹤0.01%
+99
430
$18K ﹤0.01%
+240
431
$18K ﹤0.01%
+436
432
$18K ﹤0.01%
+1,060
433
$18K ﹤0.01%
1,000
434
$18K ﹤0.01%
+677
435
$18K ﹤0.01%
+167
436
$18K ﹤0.01%
+300
437
$17K ﹤0.01%
+383
438
$17K ﹤0.01%
+74
439
$17K ﹤0.01%
+310
440
$17K ﹤0.01%
+320
441
$17K ﹤0.01%
+47
442
$17K ﹤0.01%
+230
443
$17K ﹤0.01%
1,000
444
$17K ﹤0.01%
350
445
$16K ﹤0.01%
+150
446
$16K ﹤0.01%
+358
447
$16K ﹤0.01%
131
-140
448
$16K ﹤0.01%
+188
449
$16K ﹤0.01%
1,100
450
$16K ﹤0.01%
+23
16 17
18
19 20