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
451
$875K 0.01%
15,280
+615
452
$875K 0.01%
6,804
+64
453
$873K 0.01%
5,745
+2,350
454
$871K 0.01%
12,849
+2,180
455
$870K 0.01%
3,196
+758
456
$867K 0.01%
49,152
+6,891
457
$865K 0.01%
8,932
+6,394
458
$865K 0.01%
8,970
-241
459
$864K 0.01%
38,819
-1,221
460
$859K 0.01%
15,367
+11,350
461
$854K 0.01%
99,573
-10,095
462
$842K 0.01%
9,034
+2,575
463
$833K 0.01%
26,711
+884
464
$831K 0.01%
+2,127
465
$825K 0.01%
+18,244
466
$823K 0.01%
10,126
+6,559
467
$819K 0.01%
20,361
-5,087
468
$811K 0.01%
14,113
+8,603
469
$809K 0.01%
19,185
+985
470
$799K 0.01%
117,146
+422
471
$796K 0.01%
3,067
-35
472
$792K 0.01%
30,915
+193
473
$792K 0.01%
7,300
-557
474
$791K 0.01%
9,264
+2,129
475
$783K 0.01%
12,982
-6,910
17 18
19
20 21