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
426
$306K 0.01%
12,561
-145,995
427
$302K 0.01%
7,037
-537
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$302K 0.01%
2,325
+1
429
$301K 0.01%
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-26
430
$301K 0.01%
+10,450
431
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3,360
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432
$298K 0.01%
1,129
-4,352
433
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6,339
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434
$294K 0.01%
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435
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436
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437
$285K 0.01%
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438
$284K 0.01%
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-1,000
439
$284K 0.01%
+2,638
440
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3,656
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441
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443
$271K 0.01%
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444
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6,244
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445
$269K 0.01%
8,387
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446
$269K 0.01%
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447
$268K 0.01%
+210
448
$264K 0.01%
838
+35
449
$263K 0.01%
+833
450
$262K 0.01%
+4,488
16 17
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