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
476
$13K ﹤0.01%
+721
477
$13K ﹤0.01%
+469
478
$13K ﹤0.01%
+355
479
$13K ﹤0.01%
+108
480
$13K ﹤0.01%
+144
481
$13K ﹤0.01%
233
482
$13K ﹤0.01%
110
+105
483
$13K ﹤0.01%
+480
484
$12K ﹤0.01%
+130
485
$12K ﹤0.01%
+40
486
$12K ﹤0.01%
+109
487
$12K ﹤0.01%
+220
488
$12K ﹤0.01%
+257
489
$12K ﹤0.01%
+138
490
$12K ﹤0.01%
+106
491
$12K ﹤0.01%
+55
492
$12K ﹤0.01%
+289
493
$12K ﹤0.01%
225
-482
494
$12K ﹤0.01%
440
495
$12K ﹤0.01%
750
496
$11K ﹤0.01%
+210
497
$11K ﹤0.01%
+175
498
$11K ﹤0.01%
+129
499
$11K ﹤0.01%
1,000
500
$11K ﹤0.01%
+96
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