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
376
$1.45M 0.02%
60,507
+24,362
377
$1.43M 0.02%
6,406
+1,048
378
$1.41M 0.02%
+13,146
379
$1.39M 0.02%
55,965
+22,147
380
$1.39M 0.02%
54,824
-5,303
381
$1.39M 0.02%
3,678
-6
382
$1.38M 0.02%
3,394
+1,741
383
$1.38M 0.02%
10,036
-799
384
$1.37M 0.02%
+86,096
385
$1.37M 0.02%
+40,904
386
$1.37M 0.02%
+13,177
387
$1.35M 0.02%
11,737
+4,829
388
$1.34M 0.02%
97,465
+9,206
389
$1.33M 0.02%
19,158
+8,532
390
$1.33M 0.02%
86,624
-31,950
391
$1.31M 0.02%
+12,985
392
$1.29M 0.02%
2,631
+382
393
$1.29M 0.02%
18,815
+1,875
394
$1.26M 0.02%
12,099
+487
395
$1.26M 0.02%
26,651
396
$1.26M 0.02%
91,881
-500
397
$1.25M 0.02%
6,585
-667
398
$1.25M 0.02%
+16,005
399
$1.22M 0.02%
13,660
-276
400
$1.22M 0.02%
12,252
-5,021
14 15
16
17 18