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
301
$2.48M 0.04%
43,815
-140
302
$2.45M 0.04%
+14,978
303
$2.44M 0.04%
30,029
+6,033
304
$2.43M 0.04%
+92,194
305
$2.43M 0.04%
18,431
+1,875
306
$2.41M 0.04%
32,391
+17,952
307
$2.37M 0.04%
43,949
-61,592
308
$2.34M 0.04%
+39,982
309
$2.32M 0.04%
32,099
+2,124
310
$2.29M 0.03%
15,879
-248
311
$2.28M 0.03%
19,118
+2,953
312
$2.26M 0.03%
9,012
+1,157
313
$2.21M 0.03%
9,767
+1,859
314
$2.19M 0.03%
13,264
+3,253
315
$2.18M 0.03%
35,485
+27,933
316
$2.14M 0.03%
8,465
-13,198
317
$2.06M 0.03%
46,469
-426
318
$2.05M 0.03%
10,689
+438
319
$2.04M 0.03%
20,251
+15,927
320
$2.04M 0.03%
28,204
+7,403
321
$2.04M 0.03%
+62,610
322
$2.01M 0.03%
3,964
+1,610
323
$2.01M 0.03%
13,864
+494
324
$2M 0.03%
5,920
+4,218
325
$1.99M 0.03%
42,419
+3,238
11 12
13
14 15