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
251
$3.43M 0.05%
14,186
+10,023
252
$3.41M 0.05%
19,586
+14,485
253
$3.38M 0.05%
8,220
+1,317
254
$3.38M 0.05%
34,139
+26,798
255
$3.37M 0.05%
22,368
+15,020
256
$3.35M 0.05%
66,871
-74
257
$3.33M 0.05%
66,269
+18,481
258
$3.32M 0.05%
61,044
+83
259
$3.31M 0.05%
+32,092
260
$3.29M 0.05%
+77,840
261
$3.28M 0.05%
50,415
-3,730
262
$3.28M 0.05%
64,170
+29,291
263
$3.26M 0.05%
69,836
+20,079
264
$3.21M 0.05%
20,389
+629
265
$3.18M 0.05%
64,517
+29,580
266
$3.14M 0.05%
18,426
+5,636
267
$3.14M 0.05%
44,771
-3,256
268
$3.11M 0.05%
11,355
+9,906
269
$3.09M 0.05%
23,184
+5,746
270
$3.07M 0.05%
39,384
+23,567
271
$3.03M 0.05%
104,189
-9,309
272
$3.02M 0.05%
83,627
+5,191
273
$2.99M 0.05%
12,669
+3,288
274
$2.98M 0.05%
16,370
+694
275
$2.96M 0.04%
+34,269
9 10
11
12 13