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
901
$34.1K ﹤0.01%
42,900
-35,221
902
$33.1K ﹤0.01%
10,000
-5
903
$32.4K ﹤0.01%
27,673
-441
904
$27.2K ﹤0.01%
147
-2
905
$26.3K ﹤0.01%
12,824
-2,303
906
$26.3K ﹤0.01%
16,018
-292
907
$22.6K ﹤0.01%
20,552
-28,361
908
$14.5K ﹤0.01%
18,428
-723
909
$6.21K ﹤0.01%
11,476
910
$5.71K ﹤0.01%
39,088
911
$5.03K ﹤0.01%
376
-137
912
– –
-1,847
913
– –
-5,044
914
– –
-586
915
– –
-2,383
916
– –
-2,260
917
– –
-6,275
918
– –
-4,214
919
– –
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920
– –
-12,000
921
– –
-3,760
922
– –
-5,660
923
– –
-4,978
924
– –
-2,670
925
– –
-1,260
35 36
37
38 39