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
276
$799K 0.03%
5,819
+3,890
277
$792K 0.03%
15,244
+4,436
278
$786K 0.03%
14,066
-22,225
279
$785K 0.03%
+7,023
280
$784K 0.03%
6,073
-12,457
281
$775K 0.03%
7,029
-6,524
282
$770K 0.03%
6,883
+81
283
$768K 0.03%
+1,791
284
$767K 0.03%
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+727
285
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96,513
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286
$756K 0.03%
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287
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288
$749K 0.03%
12,424
+6,190
289
$746K 0.03%
+3,900
290
$743K 0.03%
+1,008
291
$741K 0.03%
19,834
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292
$739K 0.03%
12,136
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293
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14,668
-109,012
294
$737K 0.03%
3,230
-1,869
295
$729K 0.03%
4,801
-59
296
$717K 0.03%
+7,000
297
$715K 0.03%
7,436
+600
298
$697K 0.03%
12,115
+135
299
$686K 0.03%
18,006
+3,942
300
$684K 0.03%
2,380
-405
10 11
12
13 14