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
851
$205K ﹤0.01%
4,050
852
$203K ﹤0.01%
10,359
-84
853
$203K ﹤0.01%
9,300
854
$203K ﹤0.01%
555
-164
855
$203K ﹤0.01%
1,267
-100
856
$202K ﹤0.01%
4,448
-5,203
857
$201K ﹤0.01%
920
-196
858
$200K ﹤0.01%
3,646
-2,668
859
$200K ﹤0.01%
2,281
-349
860
$191K ﹤0.01%
11,110
-181
861
$183K ﹤0.01%
43,145
+2,377
862
$179K ﹤0.01%
18,736
-118
863
$177K ﹤0.01%
60,547
-301
864
$175K ﹤0.01%
17,876
-2,106
865
$172K ﹤0.01%
12,033
866
$170K ﹤0.01%
24,342
-1,328
867
$167K ﹤0.01%
6,175
+21
868
$164K ﹤0.01%
13,959
+104
869
$153K ﹤0.01%
12,684
-3,168
870
$151K ﹤0.01%
17,484
-5,014
871
$149K ﹤0.01%
20,040
-5,811
872
$148K ﹤0.01%
12,450
-2,318
873
$145K ﹤0.01%
23,596
-429
874
$139K ﹤0.01%
30,049
+991
875
$138K ﹤0.01%
31,910
-25
33 34
35
36 37