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
326
$559K 0.02%
8,060
+2,885
327
$559K 0.02%
+424
328
$555K 0.02%
+144,074
329
$550K 0.02%
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330
$543K 0.02%
7,595
-1,624
331
$543K 0.02%
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332
$542K 0.02%
2,655
-17,069
333
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12,632
-1,073
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$534K 0.02%
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335
$534K 0.02%
14,075
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336
$524K 0.02%
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337
$520K 0.02%
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338
$518K 0.02%
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339
$514K 0.02%
12,715
-6,855
340
$512K 0.02%
10,926
+1,389
341
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342
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343
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344
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3,656
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345
$492K 0.02%
5,393
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346
$491K 0.02%
9,674
-7,849
347
$491K 0.02%
10,057
-2,040
348
$489K 0.02%
+1,619
349
$482K 0.02%
20,914
+4,719
350
$476K 0.02%
17,461
-2,619
12 13
14
15 16