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
101
$1.58M 0.24%
172,479
-49
102
$1.58M 0.24%
88,450
+9,780
103
$1.53M 0.24%
76,957
-2,000
104
$1.53M 0.24%
15,000
+12,400
105
$1.52M 0.23%
18,553
+276
106
$1.48M 0.23%
61,546
-2,084
107
$1.45M 0.22%
18,086
+1,337
108
$1.44M 0.22%
23,444
+1,351
109
$1.44M 0.22%
5,204
+1,604
110
$1.43M 0.22%
12,100
-5,000
111
$1.39M 0.21%
20,757
-8
112
$1.37M 0.21%
26,756
+2,680
113
$1.32M 0.2%
87,430
114
$1.25M 0.19%
36,630
-15,454
115
$1.24M 0.19%
3,400
+3,100
116
$1.24M 0.19%
5,966
+749
117
$1.17M 0.18%
50,394
+25,128
118
$1.14M 0.18%
9,711
+2,708
119
$1.13M 0.18%
4,154
-389
120
$1.12M 0.17%
42,100
121
$1.04M 0.16%
3,477
+78
122
$1.01M 0.16%
+17,217
123
$1.01M 0.16%
8,464
+5,273
124
$944K 0.15%
13,392
+501
125
$944K 0.15%
15,642
+4,551
3 4
5
6 7