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
726
$296K ﹤0.01%
+7,985
727
$295K ﹤0.01%
11,311
-1,069
728
$294K ﹤0.01%
13,498
-1,302
729
$292K ﹤0.01%
7,525
-1,700
730
$292K ﹤0.01%
5,570
-75
731
$291K ﹤0.01%
5,681
-1,688
732
$291K ﹤0.01%
12,938
+2,824
733
$291K ﹤0.01%
3,250
-710
734
$290K ﹤0.01%
26,867
-34
735
$290K ﹤0.01%
4,306
-1,040
736
$290K ﹤0.01%
1,668
-596
737
$290K ﹤0.01%
4,509
-2,484
738
$289K ﹤0.01%
4,554
-2,879
739
$286K ﹤0.01%
12,299
-50
740
$284K ﹤0.01%
5,639
+108
741
$283K ﹤0.01%
4,589
-354
742
$283K ﹤0.01%
1,131
-602
743
$282K ﹤0.01%
8,036
-1,658
744
$280K ﹤0.01%
2,621
+36
745
$280K ﹤0.01%
5,926
+103
746
$279K ﹤0.01%
3,586
-247
747
$279K ﹤0.01%
4,251
-64
748
$278K ﹤0.01%
10,956
-3,940
749
$277K ﹤0.01%
2,863
-550
750
$277K ﹤0.01%
20,621
-192
28 29
30
31 32