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
351
$476K 0.02%
1,034
+229
352
$475K 0.02%
+23,585
353
$475K 0.02%
13,353
+2,916
354
$469K 0.02%
6,449
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355
$463K 0.02%
+7,476
356
$461K 0.02%
+18,500
357
$459K 0.02%
20,315
-26,472
358
$459K 0.02%
26,188
-10,537
359
$457K 0.02%
1,384
-663
360
$456K 0.02%
12,438
-1,831
361
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8,126
-170,078
362
$445K 0.02%
+3,964
363
$443K 0.02%
+2,676
364
$441K 0.02%
+10,802
365
$439K 0.02%
+3,759
366
$437K 0.02%
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367
$435K 0.02%
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368
$427K 0.02%
2,357
-68
369
$420K 0.02%
+5,103
370
$415K 0.02%
11,999
+2,508
371
$413K 0.02%
+18,400
372
$409K 0.02%
+9,102
373
$405K 0.02%
5,356
-3,164
374
$404K 0.02%
25,324
-8,311
375
$402K 0.02%
+6,706
13 14
15
16 17