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
451
$262K 0.01%
6,497
-2,805
452
$262K 0.01%
8,894
-9,896
453
$262K 0.01%
15,295
454
$257K 0.01%
+4,400
455
$257K 0.01%
1,656
-497
456
$256K 0.01%
5,280
-1,465
457
$256K 0.01%
2,426
-49,781
458
$256K 0.01%
10,770
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459
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+8,882
460
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461
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462
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2,553
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463
$250K 0.01%
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464
$249K 0.01%
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465
$249K 0.01%
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466
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$246K 0.01%
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471
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472
$243K 0.01%
4,408
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473
$242K 0.01%
3,278
-462
474
$239K 0.01%
3,546
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475
$237K 0.01%
11,420
+27
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19
20 21