PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$8.65B
1-Year Est. Return
19.55%
This Fund
S&P 500
1 Year Est. Return
+19.55%
AUM
$8.65B
AUM Growth
+$438M
(+5.3%)
Holding
1,082
Top Buys
| 1 | +$158M | |
| 2 | +$108M | |
| 3 | +$62.8M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$51.3M |
| 5 |
PSQO
Palmer Square Credit Opportunities ETF
PSQO
|
+$49.3M |
Top Sells
| 1 | +$123M | |
| 2 | +$41.5M | |
| 3 | +$35.7M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$31.7M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$29.6M |
Sector Composition
| 1 | Technology | 10.36% |
| 2 | Financials | 3.62% |
| 3 | Industrials | 3.61% |
| 4 | Consumer Discretionary | 3.06% |
| 5 | Communication Services | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Whirlpool
WHR
$2.59B
| – | – |
-25,806
|
|
||
1077
Zions Bancorporation
ZION
$9.27B
| – | – |
-3,818
|
|
||
1078
Zscaler
ZS
$21.9B
| – | – |
-1,280
|
|
||
1079
NEOS Nasdaq 100 High Income ETF
QQQI
$12.3B
| – | – |
-7,209
|
|
||
|
DFII
1080
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$17.3M
| – | – |
-12,556
|
|
||
|
BITW
1081
Bitwise 10 Crypto Index ETF
BITW
$610M
| – | – |
-3,821
|
|