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
$6.63B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$152M
3
+$47.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$40.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.2M

Top Sells

1
+$123M
2
+$59M
3
+$23.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$9.29M

Sector Composition

1 Technology 10.62%
2 Healthcare 4.71%
3 Consumer Discretionary 4.29%
4 Financials 4.03%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.84M 0.06%
18,007
-182
227
$3.82M 0.06%
21,310
+478
228
$3.81M 0.06%
69,900
+58,855
229
$3.8M 0.06%
88,435
+67,300
230
$3.79M 0.06%
89,767
-2,693
231
$3.77M 0.06%
70,076
-458
232
$3.75M 0.06%
25,739
+23,187
233
$3.75M 0.06%
223,228
+30,915
234
$3.73M 0.06%
32,162
-17,522
235
$3.72M 0.06%
8,454
+7,750
236
$3.72M 0.06%
37,590
-205
237
$3.67M 0.06%
+14,199
238
$3.67M 0.06%
24,890
-30,130
239
$3.62M 0.05%
1,020
+332
240
$3.61M 0.05%
35,474
+8,043
241
$3.61M 0.05%
+6,504
242
$3.58M 0.05%
46,035
+14,060
243
$3.56M 0.05%
104,782
-2,476
244
$3.53M 0.05%
38,643
+29,001
245
$3.49M 0.05%
38,859
-52
246
$3.49M 0.05%
42,360
+36,212
247
$3.48M 0.05%
7,185
+155
248
$3.47M 0.05%
173,683
-1,337
249
$3.45M 0.05%
20,379
-88
250
$3.45M 0.05%
21,848
+792
8 9
10
11 12