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
401
$354K 0.01%
9,338
-3,536
402
$353K 0.01%
15,960
-9,356
403
$353K 0.01%
5,151
-136
404
$352K 0.01%
+3,548
405
$352K 0.01%
5,245
-997
406
$351K 0.01%
18,917
-3,500
407
$351K 0.01%
+4,348
408
$351K 0.01%
10,092
-767
409
$350K 0.01%
5,234
-10,060
410
$343K 0.01%
4,466
-272
411
$342K 0.01%
+4,500
412
$336K 0.01%
1,738
-403
413
$336K 0.01%
6,884
-91
414
$333K 0.01%
+5,801
415
$331K 0.01%
2,463
-4,066
416
$329K 0.01%
1,452
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417
$328K 0.01%
5,304
418
$327K 0.01%
2,899
-7,568
419
$326K 0.01%
1,282
-28
420
$324K 0.01%
3,870
-11,526
421
$324K 0.01%
+6,145
422
$322K 0.01%
61,494
423
$319K 0.01%
4,202
-710
424
$311K 0.01%
4,702
-412
425
$309K 0.01%
+4,350
15 16
17
18 19