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
876
$128K ﹤0.01%
14,584
+1,663
877
$127K ﹤0.01%
12,686
-90
878
$120K ﹤0.01%
10,000
879
$115K ﹤0.01%
+10,022
880
$114K ﹤0.01%
+65,035
881
$111K ﹤0.01%
10,485
-1,088
882
$111K ﹤0.01%
13,324
-1,152
883
$108K ﹤0.01%
39,737
+1,430
884
$108K ﹤0.01%
28,569
+7,895
885
$98K ﹤0.01%
+10,869
886
$92.9K ﹤0.01%
11,512
887
$88.7K ﹤0.01%
10,636
+206
888
$81.1K ﹤0.01%
10,036
-136
889
$80.4K ﹤0.01%
+10,021
890
$76.6K ﹤0.01%
15,026
-6,508
891
$76.3K ﹤0.01%
+10,178
892
$69.7K ﹤0.01%
22,868
-2,932
893
$69.7K ﹤0.01%
+10,251
894
$69K ﹤0.01%
14,353
-51
895
$65.6K ﹤0.01%
2,317
+30
896
$56.8K ﹤0.01%
2,178
+202
897
$55.7K ﹤0.01%
5,771
-2,452
898
$52.8K ﹤0.01%
13,882
899
$39K ﹤0.01%
13,187
-202
900
$38.9K ﹤0.01%
2,069
-27
34 35
36
37 38