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
551
$8K ﹤0.01%
+60
552
$8K ﹤0.01%
+94
553
$8K ﹤0.01%
+15
554
$8K ﹤0.01%
+206
555
$8K ﹤0.01%
+55
556
$8K ﹤0.01%
+50
557
$8K ﹤0.01%
+172
558
$8K ﹤0.01%
+185
559
$8K ﹤0.01%
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560
$7K ﹤0.01%
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561
$7K ﹤0.01%
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562
$7K ﹤0.01%
+74
563
$7K ﹤0.01%
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564
$7K ﹤0.01%
+256
565
$7K ﹤0.01%
+375
566
$7K ﹤0.01%
+53
567
$7K ﹤0.01%
+46
568
$7K ﹤0.01%
230
569
$7K ﹤0.01%
500
570
$7K ﹤0.01%
174
-100
571
$7K ﹤0.01%
+76
572
$7K ﹤0.01%
+584
573
$6K ﹤0.01%
+57
574
$6K ﹤0.01%
+249
575
$6K ﹤0.01%
+286
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