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
576
$6K ﹤0.01%
109
577
$6K ﹤0.01%
+96
578
$6K ﹤0.01%
+103
579
$6K ﹤0.01%
+313
580
$5K ﹤0.01%
60
581
$5K ﹤0.01%
2,000
582
$4K ﹤0.01%
8
583
$4K ﹤0.01%
1,220
584
$4K ﹤0.01%
+132
585
$3K ﹤0.01%
48
586
$3K ﹤0.01%
679
+189
587
$3K ﹤0.01%
39
588
$3K ﹤0.01%
67
589
$3K ﹤0.01%
93
590
$2K ﹤0.01%
+375
591
$2K ﹤0.01%
10
592
$2K ﹤0.01%
32
-897
593
$2K ﹤0.01%
86
+58
594
$1K ﹤0.01%
300
595
$1K ﹤0.01%
38
596
$1K ﹤0.01%
+58
597
$1K ﹤0.01%
+5
598
$1K ﹤0.01%
45
599
$1K ﹤0.01%
+30
600
$1K ﹤0.01%
+97
22 23
24
25 26