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
$7.16B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$23.1M
3
+$21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
BND icon
Vanguard Total Bond Market
BND
+$15.7M

Top Sells

1
+$21M
2
+$19.2M
3
+$17.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.2M
5
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$13.2M

Sector Composition

1 Technology 10.5%
2 Healthcare 4.52%
3 Consumer Discretionary 4.08%
4 Financials 3.83%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.97M 0.06%
45,585
+3,225
227
$3.95M 0.06%
24,155
+971
228
$3.9M 0.05%
36,028
-4,226
229
$3.89M 0.05%
1,073
+53
230
$3.89M 0.05%
29,652
-2,410
231
$3.85M 0.05%
88,700
+30,500
232
$3.82M 0.05%
55,878
+21,861
233
$3.82M 0.05%
28,927
-1,901
234
$3.79M 0.05%
3,903
+297
235
$3.79M 0.05%
215,066
-8,162
236
$3.78M 0.05%
40,179
+35,905
237
$3.77M 0.05%
20,179
-200
238
$3.75M 0.05%
22,150
+302
239
$3.71M 0.05%
51,216
+17,584
240
$3.68M 0.05%
18,766
+2,887
241
$3.68M 0.05%
57,115
+30,926
242
$3.67M 0.05%
+374,184
243
$3.63M 0.05%
97,954
+23,425
244
$3.62M 0.05%
65,276
-1,595
245
$3.62M 0.05%
40,154
-29,344
246
$3.61M 0.05%
157,056
+104,004
247
$3.59M 0.05%
16,829
+459
248
$3.59M 0.05%
48,972
-22,969
249
$3.58M 0.05%
42,841
+3,457
250
$3.54M 0.05%
102,041
+12,274
8 9
10
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