PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
+5.76%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$7.02B
AUM Growth
+$270M
(+4%)
Cap. Flow
-$94.1M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
27.48%
Holding
955
New
44
Increased
309
Reduced
519
Closed
46
Top Buys
| 1 |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
|
+$14.3M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
+$13.4M |
| 3 |
NVIDIA
NVDA
|
+$7.64M |
| 4 |
Amazon
AMZN
|
+$7.32M |
| 5 |
Old Dominion Freight Line
ODFL
|
+$5.94M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$13.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.4M |
| 3 |
Nike
NKE
|
+$9.11M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$8.82M |
| 5 |
AbbVie
ABBV
|
+$8.74M |
Sector Composition
| 1 | Technology | 11.04% |
| 2 | Healthcare | 3.98% |
| 3 | Consumer Discretionary | 3.81% |
| 4 | Financials | 3.67% |
| 5 | Industrials | 2.97% |
