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
$7.16B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$23.1M
3
+$21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
BND icon
Vanguard Total Bond Market
BND
+$15.7M

Top Sells

1
+$21M
2
+$19.2M
3
+$17.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.2M
5
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$13.2M

Sector Composition

1 Technology 10.5%
2 Healthcare 4.52%
3 Consumer Discretionary 4.08%
4 Financials 3.83%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.62M 0.02%
9,504
-2,946
377
$1.62M 0.02%
37,348
-6,593
378
$1.61M 0.02%
36,807
-3,267
379
$1.6M 0.02%
7,844
-577
380
$1.59M 0.02%
4,008
+330
381
$1.59M 0.02%
+8,691
382
$1.59M 0.02%
63,968
+4,996
383
$1.57M 0.02%
17,243
+4,988
384
$1.57M 0.02%
27,521
-381
385
$1.57M 0.02%
65,713
+5,206
386
$1.57M 0.02%
37,194
-282,346
387
$1.56M 0.02%
6,323
-83
388
$1.55M 0.02%
11,979
+8,313
389
$1.54M 0.02%
28,237
-2,871
390
$1.54M 0.02%
61,325
+5,360
391
$1.53M 0.02%
9,041
+4,173
392
$1.53M 0.02%
48,977
-8,962
393
$1.52M 0.02%
98,914
+1,449
394
$1.51M 0.02%
12,523
-19,569
395
$1.5M 0.02%
9,140
-713
396
$1.49M 0.02%
90,117
-15,153
397
$1.48M 0.02%
22,639
-3,157
398
$1.47M 0.02%
16,027
-711
399
$1.46M 0.02%
21,802
-6,520
400
$1.44M 0.02%
20,350
+1,192
14 15
16
17 18