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
601
$1K ﹤0.01%
+97
602
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603
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+20
604
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5
605
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606
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607
$0 ﹤0.01%
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608
$0 ﹤0.01%
15
609
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610
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611
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614
$0 ﹤0.01%
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617
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$0 ﹤0.01%
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621
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11
622
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623
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624
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625
$0 ﹤0.01%
15
+1
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