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
301
$679K 0.03%
12,961
+9,294
302
$662K 0.03%
+6,807
303
$658K 0.03%
16,668
+3,805
304
$655K 0.03%
5,278
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305
$653K 0.03%
20,614
-2,162
306
$653K 0.03%
8,204
-136
307
$647K 0.03%
3,100
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308
$643K 0.03%
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309
$643K 0.03%
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310
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11,602
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311
$634K 0.03%
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312
$612K 0.03%
+14,588
313
$606K 0.02%
2,542
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314
$602K 0.02%
42,616
+1,030
315
$598K 0.02%
+879
316
$589K 0.02%
+15,686
317
$586K 0.02%
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318
$586K 0.02%
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319
$585K 0.02%
15,828
-238
320
$585K 0.02%
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321
$580K 0.02%
4,410
-498
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$575K 0.02%
1,255
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323
$568K 0.02%
11,610
-4,764
324
$566K 0.02%
54,040
325
$564K 0.02%
1,463
-704
11 12
13
14 15