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
701
$326K ﹤0.01%
2,308
-1,030
702
$325K ﹤0.01%
3,401
-960
703
$325K ﹤0.01%
+10,596
704
$324K ﹤0.01%
10,940
-5,124
705
$323K ﹤0.01%
4,978
-70
706
$321K ﹤0.01%
3,306
-337
707
$319K ﹤0.01%
4,233
-225
708
$318K ﹤0.01%
7,228
-1,484
709
$316K ﹤0.01%
5,747
-75
710
$315K ﹤0.01%
2,840
-141
711
$315K ﹤0.01%
+8,254
712
$311K ﹤0.01%
11,426
-69,257
713
$310K ﹤0.01%
4,801
-4,345
714
$309K ﹤0.01%
13,622
+854
715
$308K ﹤0.01%
2,203
-136
716
$308K ﹤0.01%
5,258
-1,918
717
$306K ﹤0.01%
4,252
-2,209
718
$303K ﹤0.01%
3,340
+157
719
$302K ﹤0.01%
6,320
-131
720
$302K ﹤0.01%
24,220
721
$300K ﹤0.01%
21,089
-1,420
722
$297K ﹤0.01%
4,920
+486
723
$297K ﹤0.01%
2,152
+185
724
$296K ﹤0.01%
5,845
+1,043
725
$296K ﹤0.01%
17,415
-2,390
27 28
29
30 31