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
101
$12.1M 0.18%
32,329
-4,596
102
$11.9M 0.18%
222,743
-44,583
103
$11.8M 0.18%
25,364
-2,493
104
$11.3M 0.17%
220,648
-179,999
105
$11.2M 0.17%
235,365
-7,766
106
$11.1M 0.16%
119,716
-20,470
107
$10.7M 0.16%
403,607
-178,470
108
$10.5M 0.16%
85,070
-2,603
109
$10.5M 0.16%
73,688
-11,423
110
$10.4M 0.15%
153,133
-6,953
111
$9.94M 0.15%
307,813
-48,316
112
$9.9M 0.15%
127,214
-74,325
113
$9.82M 0.15%
93,896
-4,226
114
$9.56M 0.14%
31,500
-7,781
115
$9.5M 0.14%
453,396
-22,920
116
$9.35M 0.14%
11,881
+114
117
$9.32M 0.14%
146,461
-27,292
118
$9.31M 0.14%
224,556
-75,961
119
$9.25M 0.14%
180,544
-230,548
120
$9.23M 0.14%
46,319
-7,110
121
$9.16M 0.14%
151,862
-4,834
122
$8.99M 0.13%
204,693
+4,189
123
$8.97M 0.13%
26,941
-1,388
124
$8.9M 0.13%
152,143
-2,320
125
$8.88M 0.13%
287,949
-6,304
3 4
5
6 7