PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$27.9M
2
+$15.2M
3
+$11.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.97M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.37M

Top Sells

1
+$10.3M
2
+$5.43M
3
+$4.39M
4
XYZ
Block Inc
XYZ
+$4.25M
5
LULU icon
lululemon athletica
LULU
+$3.4M

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%
+385
552
$8K ﹤0.01%
+94
553
$8K ﹤0.01%
+15
554
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555
$8K ﹤0.01%
+55
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558
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560
$7K ﹤0.01%
500
561
$7K ﹤0.01%
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562
$7K ﹤0.01%
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$7K ﹤0.01%
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565
$7K ﹤0.01%
+256
566
$7K ﹤0.01%
+375
567
$7K ﹤0.01%
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568
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569
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230
570
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174
-100
571
$7K ﹤0.01%
+76
572
$7K ﹤0.01%
+584
573
$6K ﹤0.01%
+96
574
$6K ﹤0.01%
+103
575
$6K ﹤0.01%
+313
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