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
176
$292K 0.05%
4,723
+413
177
$288K 0.04%
+1,900
178
$280K 0.04%
+2,255
179
$280K 0.04%
+5,716
180
$275K 0.04%
6,100
+200
181
$275K 0.04%
+2,365
182
$272K 0.04%
2,420
+42
183
$259K 0.04%
664
-188
184
$257K 0.04%
4,600
185
$257K 0.04%
13,485
-334
186
$249K 0.04%
2,902
+145
187
$248K 0.04%
1,960
-16,725
188
$248K 0.04%
19,300
189
$228K 0.04%
3,590
+2,810
190
$228K 0.04%
+2,836
191
$226K 0.04%
+16,170
192
$223K 0.03%
+8,285
193
$218K 0.03%
2,133
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194
$217K 0.03%
4,806
+2,336
195
$216K 0.03%
4,006
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196
$206K 0.03%
+7,361
197
$201K 0.03%
3,074
198
$199K 0.03%
1,254
+654
199
$197K 0.03%
1,184
-144
200
$193K 0.03%
+1,290
6 7
8
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