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
451
$16K ﹤0.01%
+70
452
$16K ﹤0.01%
+200
453
$16K ﹤0.01%
+318
454
$16K ﹤0.01%
+227
455
$15K ﹤0.01%
+386
456
$15K ﹤0.01%
+653
457
$15K ﹤0.01%
+100
458
$15K ﹤0.01%
+565
459
$15K ﹤0.01%
+125
460
$15K ﹤0.01%
+780
461
$15K ﹤0.01%
+362
462
$15K ﹤0.01%
+287
463
$15K ﹤0.01%
250
464
$14K ﹤0.01%
+270
465
$14K ﹤0.01%
+580
466
$14K ﹤0.01%
+96
467
$14K ﹤0.01%
+1,575
468
$14K ﹤0.01%
+140
469
$14K ﹤0.01%
+153
470
$14K ﹤0.01%
+41
471
$14K ﹤0.01%
+116
472
$14K ﹤0.01%
+401
473
$14K ﹤0.01%
+522
474
$13K ﹤0.01%
+152
475
$13K ﹤0.01%
+54
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