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
501
$11K ﹤0.01%
+122
502
$11K ﹤0.01%
+110
503
$11K ﹤0.01%
+518
504
$11K ﹤0.01%
+86
505
$11K ﹤0.01%
523
-42
506
$11K ﹤0.01%
+43
507
$11K ﹤0.01%
+370
508
$10K ﹤0.01%
+92
509
$10K ﹤0.01%
+170
510
$10K ﹤0.01%
+1,305
511
$10K ﹤0.01%
+670
512
$10K ﹤0.01%
+156
513
$10K ﹤0.01%
+40
514
$10K ﹤0.01%
+897
515
$10K ﹤0.01%
+54
516
$10K ﹤0.01%
+93
517
$10K ﹤0.01%
+193
518
$10K ﹤0.01%
+113
519
$10K ﹤0.01%
+429
520
$10K ﹤0.01%
547
521
$10K ﹤0.01%
+60
522
$10K ﹤0.01%
+60
523
$10K ﹤0.01%
+62
524
$10K ﹤0.01%
+327
525
$10K ﹤0.01%
+166
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