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%
45
602
$1K ﹤0.01%
+30
603
$1K ﹤0.01%
+97
604
$1K ﹤0.01%
12
605
$1K ﹤0.01%
+20
606
$1K ﹤0.01%
5
607
$0 ﹤0.01%
+9
608
– –
-364
609
– –
-1,596
610
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-77
611
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612
$0 ﹤0.01%
15
613
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-1
614
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-100,597
615
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617
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618
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619
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-3,100
621
$0 ﹤0.01%
+34
622
$0 ﹤0.01%
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623
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624
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625
$0 ﹤0.01%
+10
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