PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
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
26
$19.3M 0.79%
258,185
-176,460
27
$19.2M 0.79%
38,598
+9,723
28
$18.4M 0.76%
115,480
-60,687
29
$17.4M 0.72%
42,210
+11,219
30
$17.4M 0.71%
167,207
-1,367
31
$16.8M 0.69%
36
+35
32
$16.5M 0.68%
150,439
+31,104
33
$15.8M 0.65%
288,960
-407,771
34
$15.5M 0.64%
68,868
-26,213
35
$15.5M 0.64%
241,670
+104,090
36
$15.4M 0.63%
94,590
-55,385
37
$15M 0.62%
296,793
-38,426
38
$14.6M 0.6%
149,462
-87,712
39
$14.3M 0.59%
652,041
-24,870
40
$14.1M 0.58%
94,987
-45,000
41
$14.1M 0.58%
34,479
-38,497
42
$13.2M 0.54%
72,167
-49,716
43
$13M 0.53%
124,952
-52,968
44
$12.1M 0.5%
120,728
-9,259
45
$11.7M 0.48%
151,686
-12,991
46
$11.4M 0.47%
+357,477
47
$11.2M 0.46%
91,695
-29,930
48
$11.2M 0.46%
74,004
+14,494
49
$11M 0.45%
111,900
-22,410
50
$10.9M 0.45%
54,743
-14,972
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