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
401
$1.43M 0.02%
51,049
-15,712
402
$1.41M 0.02%
12,762
-384
403
$1.41M 0.02%
+9,490
404
$1.41M 0.02%
1,460
+609
405
$1.4M 0.02%
12,239
+140
406
$1.4M 0.02%
9,794
-242
407
$1.38M 0.02%
85,794
-830
408
$1.38M 0.02%
6,961
-728
409
$1.37M 0.02%
53,345
-1,479
410
$1.37M 0.02%
90,864
-1,017
411
$1.37M 0.02%
4,611
-515
412
$1.36M 0.02%
7,421
+591
413
$1.36M 0.02%
48,742
+7,838
414
$1.36M 0.02%
6,066
-6,397
415
$1.36M 0.02%
13,512
+527
416
$1.34M 0.02%
16,114
+109
417
$1.33M 0.02%
20,459
+719
418
$1.31M 0.02%
14,634
+1,617
419
$1.31M 0.02%
86,296
+200
420
$1.31M 0.02%
15,210
+10,932
421
$1.31M 0.02%
36,468
-121,742
422
$1.31M 0.02%
16,355
+7,496
423
$1.29M 0.02%
+25,431
424
$1.26M 0.02%
3,464
+178
425
$1.26M 0.02%
26,651
15 16
17
18 19