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
451
$926K 0.01%
6,690
-361
452
$914K 0.01%
12,313
+1,242
453
$914K 0.01%
19,260
-495
454
$911K 0.01%
14,448
+298
455
$911K 0.01%
5,681
+3,924
456
$909K 0.01%
19,426
-1,320
457
$905K 0.01%
2,941
-344
458
$902K 0.01%
118,728
-79
459
$899K 0.01%
13,606
-8,759
460
$892K 0.01%
30,046
-5,011
461
$890K 0.01%
11,707
-3,723
462
$878K 0.01%
48,869
-1,431
463
$871K 0.01%
871,611
+327,288
464
$866K 0.01%
18,521
+762
465
$857K 0.01%
3,600
-366
466
$839K 0.01%
19,990
-47
467
$839K 0.01%
3,722
-194
468
$838K 0.01%
20,179
-52,764
469
$836K 0.01%
5,639
+2,541
470
$831K 0.01%
16,968
-23,273
471
$830K 0.01%
1,607
+29
472
$814K 0.01%
11,644
-1,717
473
$813K 0.01%
3,856
+6
474
$811K 0.01%
7,339
-2,500
475
$810K 0.01%
6,910
+1,128
17 18
19
20 21