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
176
$5.28M 0.08%
121,117
-26
177
$5.21M 0.08%
26,753
-9,401
178
$5.21M 0.08%
146,405
-10,293
179
$5.18M 0.08%
20,116
+501
180
$5.12M 0.08%
128,866
-7,493
181
$5.08M 0.08%
195,981
-23,127
182
$5.03M 0.07%
61,706
-13,716
183
$5.01M 0.07%
179,045
-52,320
184
$4.93M 0.07%
+98,796
185
$4.82M 0.07%
66,345
+24,856
186
$4.82M 0.07%
78,743
-1,644
187
$4.81M 0.07%
8,338
-1,028
188
$4.8M 0.07%
28,411
-6,874
189
$4.74M 0.07%
18,276
-1,482
190
$4.71M 0.07%
20,800
-4,971
191
$4.69M 0.07%
27,026
-3,317
192
$4.65M 0.07%
81,725
-3,571
193
$4.61M 0.07%
25,327
-14,640
194
$4.6M 0.07%
180,772
-54,832
195
$4.59M 0.07%
96,673
-19,000
196
$4.58M 0.07%
26,126
-2,866
197
$4.57M 0.07%
112,669
-36,581
198
$4.56M 0.07%
11,892
+3,428
199
$4.51M 0.07%
63,754
-10,164
200
$4.51M 0.07%
21,121
-1,517
6 7
8
9 10