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
751
$276K ﹤0.01%
5,409
-1,113
752
$276K ﹤0.01%
6,480
-554
753
$275K ﹤0.01%
1,431
-493
754
$275K ﹤0.01%
2,281
-487
755
$274K ﹤0.01%
11,239
-4,930
756
$273K ﹤0.01%
1,219
+15
757
$272K ﹤0.01%
9,256
+88
758
$272K ﹤0.01%
1,708
-6
759
$271K ﹤0.01%
4,739
+605
760
$270K ﹤0.01%
7,624
-280
761
$269K ﹤0.01%
2,088
+16
762
$268K ﹤0.01%
8,661
-14
763
$268K ﹤0.01%
+2,077
764
$267K ﹤0.01%
1,200
-427
765
$264K ﹤0.01%
619
-314
766
$261K ﹤0.01%
21,146
-930
767
$261K ﹤0.01%
3,212
+8
768
$260K ﹤0.01%
2,157
-211
769
$260K ﹤0.01%
20,640
-24,926
770
$259K ﹤0.01%
12,410
-2,703
771
$257K ﹤0.01%
+10,000
772
$257K ﹤0.01%
100,633
-51,100
773
$255K ﹤0.01%
1,696
-230
774
$255K ﹤0.01%
77,015
-29
775
$253K ﹤0.01%
+2,511
29 30
31
32 33