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
$6.75B
AUM Growth
-$413M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$93.8M
3
+$90.9M
4
XTEN icon
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
+$74.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$50.9M

Top Sells

1
+$121M
2
+$83.4M
3
+$41.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.3M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$35.6M

Sector Composition

1 Technology 11.12%
2 Healthcare 4.23%
3 Consumer Discretionary 3.73%
4 Financials 3.5%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$497K 0.01%
2,165
-2,365
577
$496K 0.01%
11,495
-2,300
578
$496K 0.01%
8,685
+715
579
$494K 0.01%
15,951
-776
580
$490K 0.01%
6,721
-5,079
581
$490K 0.01%
10,472
+1,810
582
$489K 0.01%
2,661
-649
583
$489K 0.01%
2,384
-157
584
$488K 0.01%
6,216
-616
585
$487K 0.01%
5,057
+309
586
$486K 0.01%
7,292
+12
587
$484K 0.01%
1,684
+28
588
$482K 0.01%
4,627
-1,725
589
$481K 0.01%
24,084
-108,860
590
$470K 0.01%
11,065
-99
591
$468K 0.01%
18,333
-5,825
592
$466K 0.01%
1,885
+58
593
$466K 0.01%
3,943
-267
594
$464K 0.01%
9,430
-3,627
595
$460K 0.01%
1,466
-38
596
$459K 0.01%
3,977
-2,548
597
$458K 0.01%
6,357
-7
598
$457K 0.01%
3,353
-1,117
599
$456K 0.01%
2,032
-514
600
$451K 0.01%
9,720
+148
22 23
24
25 26