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
626
$414K 0.01%
23,041
-42
627
$411K 0.01%
20,496
-6,737
628
$410K 0.01%
4,082
-954
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630
$410K 0.01%
2,507
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631
$409K 0.01%
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$408K 0.01%
23,523
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633
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4,146
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634
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635
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6,919
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636
$403K 0.01%
10,380
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637
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7,332
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639
$400K 0.01%
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640
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644
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$395K 0.01%
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$394K 0.01%
10,129
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647
$393K 0.01%
3,346
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648
$391K 0.01%
12,125
-1,507
649
$388K 0.01%
9,779
-571
650
$387K 0.01%
+7,321
24 25
26
27 28