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
126
$8.81M 0.13%
62,366
-5,664
127
$8.72M 0.13%
153,121
-6,782
128
$8.71M 0.13%
264,721
-78,937
129
$8.52M 0.13%
121,020
-20,790
130
$8.44M 0.13%
34,857
-3,319
131
$8.38M 0.12%
+154,873
132
$8.25M 0.12%
174,105
-36,797
133
$7.95M 0.12%
54,516
-12,291
134
$7.83M 0.12%
85,279
-52,352
135
$7.65M 0.11%
27,787
-7,117
136
$7.62M 0.11%
93,635
+3,999
137
$7.6M 0.11%
35,445
-1,775
138
$7.54M 0.11%
112,291
-14
139
$7.53M 0.11%
22,126
-504
140
$7.5M 0.11%
159,233
-3,651
141
$7.44M 0.11%
200,636
-1,108,951
142
$7.36M 0.11%
30,829
-4,138
143
$7.21M 0.11%
97,778
-2,911
144
$7.08M 0.1%
69,304
-1,303
145
$6.99M 0.1%
86,250
-92,450
146
$6.93M 0.1%
57,274
-18,776
147
$6.81M 0.1%
171,115
-19,191
148
$6.79M 0.1%
72,529
-324,977
149
$6.61M 0.1%
63,632
-14,532
150
$6.58M 0.1%
37,938
+28,897
4 5
6
7 8