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
326
$1.99M 0.03%
34,017
+5,489
327
$1.98M 0.03%
33,632
+16,784
328
$1.98M 0.03%
23,153
-3,470
329
$1.96M 0.03%
23,781
+8,570
330
$1.95M 0.03%
26,813
+3,088
331
$1.93M 0.03%
23,584
+11,631
332
$1.93M 0.03%
47,034
+10,336
333
$1.92M 0.03%
38,040
+5,514
334
$1.92M 0.03%
32,901
+1,104
335
$1.9M 0.03%
35,657
-14,619
336
$1.87M 0.03%
66,761
-331,883
337
$1.86M 0.03%
20,399
+4,034
338
$1.85M 0.03%
15,725
+820
339
$1.85M 0.03%
20,026
-1,447
340
$1.84M 0.03%
3,862
+491
341
$1.84M 0.03%
36,480
-6,428
342
$1.83M 0.03%
7,659
-333
343
$1.83M 0.03%
8,305
-1,027
344
$1.82M 0.03%
22,998
+6,634
345
$1.81M 0.03%
4,692
-4,512
346
$1.77M 0.03%
22,677
+4,623
347
$1.76M 0.03%
26,204
+10,113
348
$1.74M 0.03%
+43,941
349
$1.74M 0.03%
28,322
-7,130
350
$1.71M 0.03%
57,939
-32
12 13
14
15 16