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
51
$30.7M 0.45%
178,763
-35,405
52
$28.6M 0.42%
504,232
-20,020
53
$27.5M 0.41%
104,696
-12,085
54
$27.3M 0.4%
165,253
-32,503
55
$27.2M 0.4%
134,472
-16,012
56
$26.8M 0.4%
165,035
-7,857
57
$25.5M 0.38%
45,913
-8,982
58
$24.5M 0.36%
148,453
-25,431
59
$24.4M 0.36%
989,010
-199,527
60
$23.6M 0.35%
150,566
-18,767
61
$22.2M 0.33%
220,737
-23,815
62
$22M 0.33%
849,180
-12,284
63
$21.6M 0.32%
288,788
-77,076
64
$21.1M 0.31%
144,619
-45,627
65
$20.8M 0.31%
388,390
+383,808
66
$20M 0.3%
161,693
-37,864
67
$19.7M 0.29%
354,296
-9,397
68
$19M 0.28%
395,923
-33,108
69
$18.6M 0.28%
49,720
-14,001
70
$18.5M 0.27%
284,704
-1,881
71
$18.1M 0.27%
181,606
-1,845
72
$18M 0.27%
224,546
-91,767
73
$17.6M 0.26%
165,130
-30,451
74
$16.7M 0.25%
173,950
-7,351
75
$16.1M 0.24%
75,172
-14,523
1 2
3
4 5