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
76
$15.9M 0.24%
1,069,272
-193,662
77
$15.6M 0.23%
156,658
-62,532
78
$15.5M 0.23%
66,428
-9,115
79
$15.3M 0.23%
77,326
-54
80
$15.1M 0.22%
34,165
-6,674
81
$14.7M 0.22%
311,201
-102,791
82
$14.7M 0.22%
46,954
-7,084
83
$14.6M 0.22%
57,460
-6,707
84
$14.4M 0.21%
187,052
+148,428
85
$14.4M 0.21%
82,661
+13,756
86
$14M 0.21%
131,072
-11,264
87
$14M 0.21%
590,710
-723,256
88
$14M 0.21%
130,775
-10,213
89
$13.8M 0.2%
58,556
-3,434
90
$13.6M 0.2%
839,520
-17,509
91
$13.3M 0.2%
173,176
-6,030
92
$13.1M 0.19%
51,098
-9,438
93
$12.8M 0.19%
56,716
-5,237
94
$12.8M 0.19%
396,920
-207,286
95
$12.6M 0.19%
186,950
+5,140
96
$12.5M 0.19%
54,079
-6,311
97
$12.3M 0.18%
134,290
-5,976
98
$12.2M 0.18%
129,497
-39,661
99
$12.2M 0.18%
161,472
-26,675
100
$12.1M 0.18%
33,157
-1,259
2 3
4
5 6