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
1001
– –
-7,084
1002
– –
-786
1003
– –
-3,521
1004
– –
-2,942
1005
– –
-3,918
1006
– –
-3,656
1007
– –
-1,521
1008
– –
-2,432
1009
– –
-18,275
1010
– –
-3,961
1011
– –
-9,490
1012
– –
-16,946
1013
– –
-12,345
1014
– –
-994
1015
– –
-54,375
1016
– –
-2,578
1017
– –
-699
1018
– –
-1,116
1019
– –
-5,873
1020
– –
-6,287
1021
– –
-10,457
1022
– –
-16,235
1023
– –
-4,852
1024
– –
-2,702
1025
– –
-2,313
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