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
151
$532K 0.08%
22,812
-1,855
152
$522K 0.08%
+9,475
153
$512K 0.08%
5,345
-104
154
$496K 0.08%
12,840
+1,480
155
$473K 0.07%
21,640
-230
156
$469K 0.07%
20,310
-129,730
157
$464K 0.07%
16,931
158
$440K 0.07%
7,390
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159
$421K 0.07%
1,195
160
$418K 0.06%
2,498
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161
$418K 0.06%
53,630
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162
$415K 0.06%
+21,304
163
$413K 0.06%
4,844
-23,360
164
$400K 0.06%
2,644
-67,663
165
$376K 0.06%
5,791
166
$374K 0.06%
6,969
167
$353K 0.05%
+18,810
168
$313K 0.05%
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169
$313K 0.05%
19,800
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170
$307K 0.05%
1,033
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171
$306K 0.05%
9,547
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172
$305K 0.05%
+3,615
173
$303K 0.05%
1,115
+35
174
$303K 0.05%
+1,663
175
$297K 0.05%
13,147
-71
5 6
7
8 9