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
$2.43B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$30.3M
3
+$16.3M
4
NXTE icon
AXS Green Alpha ETF
NXTE
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$7.78M

Top Sells

1
+$28.9M
2
+$24.3M
3
+$22.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$19.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.8M

Sector Composition

1 Technology 12.56%
2 Healthcare 6.08%
3 Industrials 5.31%
4 Consumer Discretionary 5.29%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.14M 0.05%
14,841
+1,478
227
$1.14M 0.05%
17,125
-8,126
228
$1.13M 0.05%
30,163
-31,697
229
$1.12M 0.05%
8,375
+2,131
230
$1.12M 0.05%
48,776
-4,035
231
$1.11M 0.05%
15,977
-1,582
232
$1.11M 0.05%
15,003
-14,868
233
$1.1M 0.05%
1,642
-74
234
$1.09M 0.04%
7,164
+1,021
235
$1.09M 0.04%
+11,143
236
$1.08M 0.04%
24,302
+4,674
237
$1.08M 0.04%
14,418
+4,765
238
$1.07M 0.04%
2,710
-43
239
$1.05M 0.04%
+3,466
240
$1.05M 0.04%
+4,261
241
$1.04M 0.04%
7,560
+1,048
242
$1.04M 0.04%
7,737
-481
243
$1.03M 0.04%
17,809
-516
244
$1.03M 0.04%
+8,287
245
$1.02M 0.04%
41,826
-8,474
246
$1.02M 0.04%
+8,804
247
$1.02M 0.04%
11,885
+6,835
248
$994K 0.04%
31,847
-12,197
249
$984K 0.04%
15,767
+7,224
250
$972K 0.04%
34,721
-22,408
8 9
10
11 12