PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
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
26
$5.36M 0.83%
61,760
-2,980
27
$5.24M 0.81%
179,510
+6,949
28
$5.16M 0.8%
81,870
-4,090
29
$5.14M 0.8%
41,328
+17,115
30
$4.98M 0.77%
+92,752
31
$4.94M 0.76%
16,954
+8,454
32
$4.9M 0.76%
69,368
+2,108
33
$4.85M 0.75%
205,514
-59,560
34
$4.81M 0.74%
82,600
+81,800
35
$4.64M 0.72%
165,689
+1,571
36
$4.6M 0.71%
52,772
+6,429
37
$4.49M 0.7%
32,302
+31,646
38
$4.47M 0.69%
35,906
-21,891
39
$4.35M 0.67%
58,952
-17,294
40
$4.32M 0.67%
115,181
-145,991
41
$4.21M 0.65%
20,304
+10,604
42
$4.08M 0.63%
31,963
-10,784
43
$3.87M 0.6%
265,230
+1,910
44
$3.78M 0.58%
83,795
+11,389
45
$3.67M 0.57%
33,401
+17,557
46
$3.48M 0.54%
76,153
+11,630
47
$3.4M 0.53%
20,916
+17,508
48
$3.29M 0.51%
62,718
+27,955
49
$3.22M 0.5%
65,189
+17,073
50
$3.2M 0.5%
52,265
-16,011
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