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
276
$2.95M 0.04%
+20,203
277
$2.95M 0.04%
+50,741
278
$2.87M 0.04%
20,176
-38,652
279
$2.87M 0.04%
+17,692
280
$2.86M 0.04%
69,817
-769
281
$2.82M 0.04%
20,683
+15,508
282
$2.78M 0.04%
+5,091
283
$2.77M 0.04%
29,745
-49,726
284
$2.75M 0.04%
56,828
-3,150
285
$2.74M 0.04%
+12,463
286
$2.73M 0.04%
3,606
-5,167
287
$2.72M 0.04%
21,768
+18,998
288
$2.72M 0.04%
64,778
-220,328
289
$2.69M 0.04%
+12,794
290
$2.67M 0.04%
25,168
-1,235
291
$2.65M 0.04%
51,731
-1,311
292
$2.61M 0.04%
26,937
+1,929
293
$2.58M 0.04%
+25,396
294
$2.58M 0.04%
74,529
+19,432
295
$2.57M 0.04%
+55,881
296
$2.57M 0.04%
18,924
+14,127
297
$2.55M 0.04%
58,200
+28,675
298
$2.55M 0.04%
+6,390
299
$2.54M 0.04%
18,311
-1,594
300
$2.53M 0.04%
2,498
+961
10 11
12
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