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
826
$220K ﹤0.01%
+919
827
$220K ﹤0.01%
13,348
-1,223
828
$220K ﹤0.01%
4,320
+253
829
$219K ﹤0.01%
29,837
-48,035
830
$219K ﹤0.01%
5,369
-208
831
$218K ﹤0.01%
3,544
-196
832
$218K ﹤0.01%
6,512
+2
833
$218K ﹤0.01%
16,807
-6,164
834
$216K ﹤0.01%
482
-92
835
$216K ﹤0.01%
3,776
-114,515
836
$213K ﹤0.01%
4,559
+150
837
$213K ﹤0.01%
1,692
-210
838
$212K ﹤0.01%
12,037
-31
839
$210K ﹤0.01%
+2,843
840
$210K ﹤0.01%
5,763
-1,078
841
$210K ﹤0.01%
2,512
-1,505
842
$210K ﹤0.01%
+6,900
843
$209K ﹤0.01%
434
-34
844
$209K ﹤0.01%
3,201
-600
845
$208K ﹤0.01%
1,496
-673
846
$208K ﹤0.01%
4,400
847
$208K ﹤0.01%
2,379
-385
848
$207K ﹤0.01%
1,369
-269
849
$205K ﹤0.01%
+10,456
850
$205K ﹤0.01%
5,214
-577
32 33
34
35 36