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
201
$4.43M 0.07%
26,164
+8,104
202
$4.43M 0.07%
29,732
-11,829
203
$4.42M 0.07%
81,885
-9,685
204
$4.37M 0.06%
88,325
-8,271
205
$4.35M 0.06%
15,009
-3,284
206
$4.35M 0.06%
19,042
+3,575
207
$4.31M 0.06%
87,123
-11,633
208
$4.3M 0.06%
14,422
-2,284
209
$4.3M 0.06%
+95,758
210
$4.3M 0.06%
3,366
-422
211
$4.27M 0.06%
38,789
-5,641
212
$4.27M 0.06%
5,419
-449
213
$4.26M 0.06%
80,316
-41,058
214
$4.16M 0.06%
18,588
+669
215
$4.13M 0.06%
31,377
+5,499
216
$4.07M 0.06%
98,670
-34,819
217
$4.05M 0.06%
20,843
+3,813
218
$4.04M 0.06%
35,411
-2,731
219
$4M 0.06%
127,154
-24,030
220
$3.99M 0.06%
22,836
-6,234
221
$3.98M 0.06%
20,179
222
$3.97M 0.06%
56,730
-385
223
$3.93M 0.06%
42,805
-601
224
$3.92M 0.06%
30,814
+1,162
225
$3.9M 0.06%
62,230
+18,680
7 8
9
10 11