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
776
$253K ﹤0.01%
1,812
-9
777
$253K ﹤0.01%
9,589
-1,020
778
$253K ﹤0.01%
969
-3,435
779
$251K ﹤0.01%
2,151
-48
780
$251K ﹤0.01%
6,990
-18,815
781
$251K ﹤0.01%
2,415
-181
782
$251K ﹤0.01%
2,851
-150
783
$250K ﹤0.01%
+12,500
784
$250K ﹤0.01%
1,003
-114
785
$249K ﹤0.01%
13,964
-4,108
786
$249K ﹤0.01%
2,781
-3,998
787
$248K ﹤0.01%
8,762
-11,485
788
$247K ﹤0.01%
12,265
-4,828
789
$246K ﹤0.01%
+1,342
790
$245K ﹤0.01%
11,992
-6,326
791
$245K ﹤0.01%
12,931
+1,907
792
$244K ﹤0.01%
14,711
-1,524
793
$244K ﹤0.01%
+5,960
794
$238K ﹤0.01%
7,684
+861
795
$237K ﹤0.01%
4,441
-3,118
796
$237K ﹤0.01%
2,355
-695
797
$237K ﹤0.01%
3,945
-841
798
$237K ﹤0.01%
6,659
+115
799
$236K ﹤0.01%
10,720
-1,745
800
$236K ﹤0.01%
4,448
-17
30 31
32
33 34