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
601
$1K ﹤0.01%
12
602
$1K ﹤0.01%
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603
$1K ﹤0.01%
5
604
$1K ﹤0.01%
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605
$1K ﹤0.01%
+40
606
$1K ﹤0.01%
+41
607
– –
-1,800
608
$0 ﹤0.01%
+9
609
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610
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611
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-77
612
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$0 ﹤0.01%
+10
614
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615
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617
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618
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619
$0 ﹤0.01%
11
620
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621
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622
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623
$0 ﹤0.01%
15
+1
624
$0 ﹤0.01%
1
625
– –
-41,400
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