PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$15.3M
3
+$11.7M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$8.95M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.42M

Top Sells

1
+$10.2M
2
+$5.48M
3
+$4.69M
4
XYZ
Block Inc
XYZ
+$3.89M
5
LULU icon
lululemon athletica
LULU
+$3.5M

Sector Composition

1 Technology 6.28%
2 Consumer Discretionary 5.25%
3 Communication Services 4.63%
4 Healthcare 4.5%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.34%
5,836
+57
77
$2.21M 0.34%
7,655
+7,479
78
$2.15M 0.33%
58,830
79
$2.12M 0.33%
19,840
+15,899
80
$2.1M 0.32%
36,799
-45,726
81
$2.08M 0.32%
3,598
+591
82
$2.07M 0.32%
13,946
-54
83
$2.05M 0.32%
10,642
-18,181
84
$2.04M 0.32%
23,069
+18,109
85
$2.03M 0.31%
51,279
+47,372
86
$1.99M 0.31%
+125,401
87
$1.98M 0.31%
68,150
+16,150
88
$1.97M 0.31%
51,485
+1,800
89
$1.96M 0.3%
38,571
+2,996
90
$1.96M 0.3%
37,055
-17,566
91
$1.87M 0.29%
96,626
-4,401
92
$1.85M 0.29%
159,988
+18,811
93
$1.82M 0.28%
13,516
-11,084
94
$1.81M 0.28%
416,240
+124,960
95
$1.75M 0.27%
87,715
-5,954
96
$1.71M 0.27%
9,620
-6,644
97
$1.7M 0.26%
+7,675
98
$1.68M 0.26%
+63,966
99
$1.61M 0.25%
+20,450
100
$1.59M 0.25%
+46,804
2 3
4
5 6