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
126
$878K 0.14%
5,500
127
$871K 0.13%
+17,080
128
$868K 0.13%
14,572
-2,004
129
$849K 0.13%
7,546
+1,465
130
$849K 0.13%
31,950
+4,200
131
$848K 0.13%
5,010
+1,192
132
$846K 0.13%
+7,469
133
$833K 0.13%
4,003
+246
134
$793K 0.12%
18,500
-45,350
135
$766K 0.12%
+12,546
136
$735K 0.11%
8,779
+211
137
$731K 0.11%
9,918
-40,068
138
$730K 0.11%
10,561
-28,009
139
$689K 0.11%
25,604
-42
140
$688K 0.11%
3,998
+984
141
$687K 0.11%
19,929
+3,259
142
$678K 0.1%
6,073
+34
143
$677K 0.1%
16,426
-22,104
144
$660K 0.1%
+39,000
145
$660K 0.1%
41,130
-1,500
146
$645K 0.1%
6,288
+3,287
147
$629K 0.1%
14,134
+385
148
$562K 0.09%
2,100
-1,115
149
$547K 0.08%
18,225
150
$534K 0.08%
10,533
-910
4 5
6
7 8