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
426
$1.03M 0.02%
11,284
-3,350
427
$1.03M 0.02%
22,334
-49,896
428
$1.02M 0.02%
2,425
+36
429
$1.02M 0.02%
104,492
+28,496
430
$1.01M 0.01%
6,623
-161
431
$1.01M 0.01%
26,999
-582
432
$1.01M 0.01%
17,008
-834
433
$998K 0.01%
21,256
-5,395
434
$993K 0.01%
18,688
-277,234
435
$989K 0.01%
34,574
+9,904
436
$980K 0.01%
15,308
-2,019
437
$971K 0.01%
48,881
-4,030
438
$968K 0.01%
2,944
-540
439
$961K 0.01%
2,907
-557
440
$953K 0.01%
5,398
+4,089
441
$951K 0.01%
30,137
-7,346
442
$951K 0.01%
6,516
+365
443
$950K 0.01%
1,153
-55
444
$942K 0.01%
9,649
-3,173
445
$940K 0.01%
1,609
+21
446
$939K 0.01%
20,775
-23,459
447
$938K 0.01%
38,986
-4,848
448
$935K 0.01%
10,435
+811
449
$928K 0.01%
1,559
+367
450
$927K 0.01%
12,908
-1,693
16 17
18
19 20