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
26
$56.6M 0.85%
878,476
-30,447
27
$49.9M 0.75%
357,386
+102,857
28
$48.9M 0.74%
2,356,076
-8,044
29
$47.4M 0.72%
961,055
+163,827
30
$46.9M 0.71%
666,982
+108,707
31
$46.5M 0.7%
130,288
+25,234
32
$45.5M 0.69%
78,045
+8,956
33
$44.2M 0.67%
127,469
+28,593
34
$41.5M 0.63%
590,220
+576,414
35
$40.8M 0.62%
1,562,632
+261,400
36
$40.1M 0.61%
359,490
+81,900
37
$38.6M 0.58%
436,761
+81,923
38
$36.9M 0.56%
235,357
+81,504
39
$35.5M 0.53%
711,928
+15,023
40
$35M 0.53%
665,766
+132,324
41
$34M 0.51%
130,645
+52,135
42
$33.8M 0.51%
312,559
+10,750
43
$33.5M 0.51%
347,618
-1,280,835
44
$33.5M 0.51%
196,399
-4,002
45
$32.6M 0.49%
218,599
+41,679
46
$32.2M 0.49%
48,857
+11,403
47
$32M 0.48%
60,872
+1,946
48
$31.2M 0.47%
201,186
+19,033
49
$29.7M 0.45%
388,919
+283,408
50
$29.6M 0.45%
49,643
+13,258
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