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
801
$236K ﹤0.01%
2,097
-191
802
$236K ﹤0.01%
2,868
-2,145
803
$235K ﹤0.01%
4,035
-2,507
804
$235K ﹤0.01%
1,729
-41
805
$233K ﹤0.01%
7,507
-227
806
$232K ﹤0.01%
4,465
-130
807
$232K ﹤0.01%
7,573
-996
808
$232K ﹤0.01%
3,213
-205
809
$231K ﹤0.01%
2,415
-391
810
$230K ﹤0.01%
6,105
-35
811
$230K ﹤0.01%
4,973
-206
812
$230K ﹤0.01%
14,943
-13,320
813
$229K ﹤0.01%
1,753
-189
814
$229K ﹤0.01%
11,590
+97
815
$229K ﹤0.01%
1,721
-472
816
$227K ﹤0.01%
2,088
-2,310
817
$227K ﹤0.01%
4,454
+396
818
$227K ﹤0.01%
3,502
-808
819
$223K ﹤0.01%
895
-106
820
$223K ﹤0.01%
4,003
821
$223K ﹤0.01%
7,274
822
$221K ﹤0.01%
9,379
-1,208
823
$221K ﹤0.01%
5,712
-1,200
824
$221K ﹤0.01%
1,911
-668
825
$221K ﹤0.01%
11,573
+224
31 32
33
34 35