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
201
$186K 0.03%
+1,457
202
$177K 0.03%
+966
203
$176K 0.03%
7,321
-73,300
204
$172K 0.03%
+2,600
205
$172K 0.03%
2,227
+718
206
$170K 0.03%
+6,445
207
$170K 0.03%
+1,186
208
$169K 0.03%
2,197
+232
209
$167K 0.03%
4,076
+316
210
$165K 0.03%
1,497
+723
211
$164K 0.03%
1,449
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212
$160K 0.02%
3,600
213
$156K 0.02%
672
-1,555
214
$152K 0.02%
2,398
-32,819
215
$151K 0.02%
940
216
$150K 0.02%
11,462
-455
217
$149K 0.02%
+1,000
218
$148K 0.02%
1,683
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219
$146K 0.02%
+1,177
220
$141K 0.02%
7,496
+1,606
221
$141K 0.02%
+1,258
222
$136K 0.02%
3,062
-34,649
223
$131K 0.02%
+1,541
224
$130K 0.02%
+1,129
225
$128K 0.02%
10,000
7 8
9
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