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
26
$63.9M 0.95%
599,926
+14,318
27
$59.6M 0.88%
2,295,750
-3,215,868
28
$57.8M 0.86%
754,050
-109,259
29
$56.8M 0.84%
62,737
-8,097
30
$56.1M 0.83%
718,981
-75,214
31
$55.6M 0.82%
749,096
-12,570
32
$55.3M 0.82%
1,136,252
+1,362
33
$54.8M 0.81%
821,364
-17,025
34
$52.3M 0.77%
2,073,404
-459,248
35
$52.1M 0.77%
286,265
-34,295
36
$49.1M 0.73%
1,888,836
-16,736
37
$47.1M 0.7%
115,893
-6,302
38
$45.6M 0.68%
628,298
+62,124
39
$42M 0.62%
261,670
-37,380
40
$38.6M 0.57%
772,783
-1,632
41
$38.3M 0.57%
111,278
-14,540
42
$37.5M 0.56%
44,105
-5,410
43
$36.6M 0.54%
317,928
-35,964
44
$35.7M 0.53%
195,653
-9,767
45
$34.9M 0.52%
515,949
-69,223
46
$34.4M 0.51%
187,331
-27,929
47
$34.2M 0.51%
942,286
-12,076
48
$34.1M 0.51%
66,969
-4,992
49
$33.8M 0.5%
403,847
-29,063
50
$33.1M 0.49%
65,579
+9,095
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