We are live on ! Find out more
PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.65B
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
601
$1K ﹤0.01%
+97
602
$1K ﹤0.01%
12
603
$1K ﹤0.01%
+20
604
$1K ﹤0.01%
5
605
$1K ﹤0.01%
+80
606
$1K ﹤0.01%
+40
607
$0 ﹤0.01%
+34
608
– –
-1,800
609
$0 ﹤0.01%
+9
610
– –
-364
611
– –
-1,596
612
– –
-77
613
– –
-206
614
$0 ﹤0.01%
+10
615
$0 ﹤0.01%
15
616
– –
-1
617
– –
-100,597
618
– –
-600
619
– –
-900
620
$0 ﹤0.01%
11
621
– –
-55
622
– –
-66,085
623
– –
-100
624
$0 ﹤0.01%
15
+1
625
$0 ﹤0.01%
1
22 23 24
25
26