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
426
$1.03M 0.02%
15,518
+6,584
427
$1.02M 0.02%
8,432
-2,359
428
$1.02M 0.02%
42,085
429
$1.02M 0.02%
1,749
+225
430
$999K 0.02%
41,238
-4,938
431
$994K 0.02%
49,861
-2,278
432
$984K 0.01%
3,286
+1,288
433
$981K 0.01%
19,069
+2,459
434
$977K 0.01%
7,877
+4,731
435
$977K 0.01%
17,633
+5,979
436
$977K 0.01%
24,285
-5,026
437
$971K 0.01%
12,255
+1,166
438
$969K 0.01%
6,386
-776
439
$968K 0.01%
32,521
-2,124
440
$961K 0.01%
4,868
-5,598
441
$944K 0.01%
19,474
+297
442
$941K 0.01%
77,176
-22,847
443
$922K 0.01%
7,034
+325
444
$921K 0.01%
5,779
+3,532
445
$918K 0.01%
355
+38
446
$911K 0.01%
53,052
+9,396
447
$904K 0.01%
3,705
+663
448
$886K 0.01%
48,847
-456
449
$881K 0.01%
6,547
+2,853
450
$878K 0.01%
+26,750
16 17
18
19 20