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
251
$950K 0.04%
17,638
-7,450
252
$947K 0.04%
64,179
-7,355
253
$922K 0.04%
5,809
-1,875
254
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11,036
+269
255
$914K 0.04%
20,579
+2,156
256
$905K 0.04%
20,039
-38,592
257
$901K 0.04%
83,483
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258
$893K 0.04%
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259
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23,833
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260
$887K 0.04%
9,747
-1,698
261
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262
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5,346
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263
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3,675
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264
$838K 0.03%
9,535
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265
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6,688
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266
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267
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268
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4,384
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269
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6,704
-44,718
270
$825K 0.03%
8,321
+1,445
271
$824K 0.03%
+15,225
272
$820K 0.03%
+11,392
273
$807K 0.03%
5,398
+268
274
$806K 0.03%
25,840
+2,000
275
$802K 0.03%
10,509
-5,640
9 10
11
12 13