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
351
$1.7M 0.03%
24,127
+2,900
352
$1.69M 0.03%
5,536
+78
353
$1.67M 0.03%
2,919
+464
354
$1.67M 0.03%
6,096
+2,559
355
$1.66M 0.03%
7,689
-17,601
356
$1.63M 0.02%
35,600
+15,050
357
$1.63M 0.02%
31,108
+23,831
358
$1.62M 0.02%
13,808
-472
359
$1.62M 0.02%
12,450
-1,131
360
$1.62M 0.02%
40,074
+5,418
361
$1.61M 0.02%
28,098
-1,718
362
$1.61M 0.02%
8,118
+2,215
363
$1.61M 0.02%
8,421
-744
364
$1.59M 0.02%
16,748
365
$1.58M 0.02%
+105,270
366
$1.57M 0.02%
16,738
+5,248
367
$1.55M 0.02%
26,189
+8,612
368
$1.54M 0.02%
11,567
+3,261
369
$1.51M 0.02%
64,702
+9,492
370
$1.51M 0.02%
+9,853
371
$1.49M 0.02%
25,796
-3,717
372
$1.48M 0.02%
5,126
+599
373
$1.47M 0.02%
17,485
+14,144
374
$1.46M 0.02%
58,972
+23,338
375
$1.45M 0.02%
27,902
+7,284
13 14
15
16 17