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
$7.16B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$23.1M
3
+$21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
BND icon
Vanguard Total Bond Market
BND
+$15.7M

Top Sells

1
+$21M
2
+$19.2M
3
+$17.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.2M
5
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$13.2M

Sector Composition

1 Technology 10.5%
2 Healthcare 4.52%
3 Consumer Discretionary 4.08%
4 Financials 3.83%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.58M 0.04%
+50,811
302
$2.57M 0.04%
18,060
-6,830
303
$2.56M 0.04%
16,440
-3,763
304
$2.54M 0.04%
13,277
-10,044
305
$2.53M 0.04%
43,550
+7,950
306
$2.52M 0.04%
8,713
+248
307
$2.5M 0.03%
46,108
-5,623
308
$2.5M 0.03%
9,641
-126
309
$2.5M 0.03%
59,769
+12,735
310
$2.47M 0.03%
39,217
-11,524
311
$2.47M 0.03%
60,031
+35,746
312
$2.45M 0.03%
6,149
+229
313
$2.45M 0.03%
48,437
-109,134
314
$2.44M 0.03%
40,868
+36,348
315
$2.41M 0.03%
16,198
-4,191
316
$2.39M 0.03%
4,260
-831
317
$2.35M 0.03%
40,428
-3,521
318
$2.34M 0.03%
19,091
-27
319
$2.31M 0.03%
14,938
-3,373
320
$2.31M 0.03%
119,959
+84,522
321
$2.31M 0.03%
26,015
+5,616
322
$2.3M 0.03%
8,518
-494
323
$2.29M 0.03%
46,445
-24
324
$2.26M 0.03%
5,589
-801
325
$2.25M 0.03%
+80,683
11 12
13
14 15