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
601
$449K 0.01%
1,202
+34
602
$448K 0.01%
1,395
-690
603
$447K 0.01%
5,495
604
$445K 0.01%
4,185
-244
605
$445K 0.01%
4,663
+493
606
$445K 0.01%
1,396
+384
607
$445K 0.01%
2,928
-127
608
$443K 0.01%
5,650
+280
609
$441K 0.01%
7,502
-33,366
610
$439K 0.01%
1,075
-246
611
$439K 0.01%
1,494
-123
612
$436K 0.01%
9,904
+174
613
$435K 0.01%
6,563
-6,294
614
$434K 0.01%
8,178
-7,692
615
$433K 0.01%
8,840
-497
616
$432K 0.01%
15,220
-2,126
617
$431K 0.01%
4,211
-2,638
618
$429K 0.01%
3,613
-906
619
$427K 0.01%
3,130
-282
620
$426K 0.01%
3,382
-10
621
$423K 0.01%
3,316
-1,599
622
$418K 0.01%
12,985
-7,778
623
$418K 0.01%
2,021
+120
624
$418K 0.01%
14,579
-2,133
625
$416K 0.01%
2,752
-545
23 24
25
26 27