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
376
$400K 0.02%
5,141
-7,521
377
$397K 0.02%
2,938
+345
378
$396K 0.02%
5,468
+34
379
$395K 0.02%
+3,143
380
$395K 0.02%
1,785
-1,692
381
$394K 0.02%
1,925
-2,064
382
$392K 0.02%
2,060
-100
383
$392K 0.02%
3,334
-1,256
384
$389K 0.02%
+13,245
385
$388K 0.02%
3,776
-980
386
$386K 0.02%
11,049
-87,343
387
$385K 0.02%
7,950
-1,008
388
$384K 0.02%
+1,203
389
$382K 0.02%
3,445
-642
390
$381K 0.02%
+5,232
391
$372K 0.02%
3,839
+244
392
$371K 0.02%
1,882
-3,793
393
$368K 0.02%
6,881
-3,230
394
$367K 0.02%
4,747
-1,587
395
$360K 0.01%
3,567
-3,721
396
$358K 0.01%
+5,651
397
$358K 0.01%
+23,134
398
$357K 0.01%
+6,121
399
$357K 0.01%
+22,391
400
$355K 0.01%
+3,174
14 15
16
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