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
151
$6.46M 0.1%
9,825
-1,324
152
$6.41M 0.09%
252,945
+95,889
153
$6.38M 0.09%
131,263
-52,307
154
$6.35M 0.09%
225,215
-68,434
155
$6.29M 0.09%
14,438
-2,458
156
$6.27M 0.09%
34,343
-11,407
157
$6.23M 0.09%
36,041
-10,648
158
$6.2M 0.09%
41,167
-2,284
159
$6.1M 0.09%
33,512
-4,590
160
$6.1M 0.09%
51,419
-6,597
161
$6.1M 0.09%
25,218
-145
162
$5.96M 0.09%
118,167
-9,064
163
$5.9M 0.09%
10,675
-1,223
164
$5.86M 0.09%
369,330
-49,638
165
$5.8M 0.09%
28,587
-10,851
166
$5.76M 0.09%
26,786
-2,136
167
$5.71M 0.08%
51,889
+6,152
168
$5.66M 0.08%
172,903
-13,495
169
$5.63M 0.08%
102,374
+2,082
170
$5.59M 0.08%
35,169
-2,974
171
$5.51M 0.08%
51,750
-47,190
172
$5.45M 0.08%
35,063
-6,100
173
$5.37M 0.08%
57,995
-2,167
174
$5.35M 0.08%
51,809
-17,258
175
$5.33M 0.08%
16,988
-9,948
5 6
7
8 9