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
676
$351K 0.01%
4,486
-2,742
677
$348K 0.01%
12,871
678
$348K 0.01%
25,912
+3,004
679
$347K 0.01%
13,950
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680
$345K 0.01%
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681
$345K 0.01%
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682
$345K 0.01%
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683
$344K 0.01%
15,393
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684
$342K 0.01%
379
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685
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686
$342K 0.01%
9,805
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687
$341K 0.01%
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688
$340K 0.01%
5,680
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689
$340K 0.01%
6,095
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690
$339K 0.01%
31,949
-9,515
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$338K 0.01%
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693
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695
$334K 0.01%
13,373
-1,053
696
$329K ﹤0.01%
3,764
-30
697
$328K ﹤0.01%
3,262
-2,981
698
$328K ﹤0.01%
29,412
-7,351
699
$327K ﹤0.01%
+9,576
700
$326K ﹤0.01%
9,376
26 27
28
29 30