PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
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
51
$3.16M 0.49%
33,802
+6,544
52
$3.12M 0.48%
48,213
+5,799
53
$3.08M 0.48%
59,847
-7,275
54
$2.98M 0.46%
28,171
+28,070
55
$2.98M 0.46%
148,283
+65,988
56
$2.97M 0.46%
15,430
+1,421
57
$2.95M 0.46%
13,588
+5,171
58
$2.91M 0.45%
47,720
+3,020
59
$2.79M 0.43%
25,806
+2,655
60
$2.75M 0.43%
+25,304
61
$2.72M 0.42%
49,136
+8,693
62
$2.62M 0.41%
+10,700
63
$2.6M 0.4%
68,319
+51,516
64
$2.58M 0.4%
217,578
+23,154
65
$2.57M 0.4%
13,085
+354
66
$2.55M 0.39%
48,628
-47,744
67
$2.52M 0.39%
60,985
+39,670
68
$2.52M 0.39%
18,131
-843
69
$2.45M 0.38%
14,500
+4,500
70
$2.41M 0.37%
18,594
+15,275
71
$2.4M 0.37%
96,885
+1,150
72
$2.36M 0.37%
38,700
-7,000
73
$2.3M 0.36%
39,712
-15,800
74
$2.3M 0.36%
46,155
+620
75
$2.3M 0.36%
14,680
-420
1 2
3
4 5