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
$7.16B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$23.1M
3
+$21M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
BND icon
Vanguard Total Bond Market
BND
+$15.7M

Top Sells

1
+$21M
2
+$19.2M
3
+$17.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$15.2M
5
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$13.2M

Sector Composition

1 Technology 10.5%
2 Healthcare 4.52%
3 Consumer Discretionary 4.08%
4 Financials 3.83%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$57.9M 0.81%
761,666
-25,003
27
$56.5M 0.79%
838,389
-40,087
28
$55.8M 0.78%
1,134,890
+173,835
29
$55.1M 0.77%
70,834
-7,211
30
$51.4M 0.72%
122,195
-8,093
31
$49.8M 0.7%
1,309,587
-346,677
32
$49.7M 0.69%
1,905,572
+342,940
33
$48.4M 0.68%
320,560
-36,826
34
$48.3M 0.67%
125,818
-1,651
35
$42M 0.59%
566,174
-24,046
36
$41.1M 0.57%
353,892
+85,158
37
$39.6M 0.55%
299,050
-60,440
38
$39M 0.54%
214,168
+12,982
39
$38.7M 0.54%
774,415
+62,487
40
$37.6M 0.53%
397,506
+49,888
41
$37.5M 0.52%
205,420
+9,021
42
$37.4M 0.52%
432,910
-3,851
43
$37.3M 0.52%
354,912
+42,353
44
$36.3M 0.51%
49,515
+658
45
$35.6M 0.5%
71,961
+11,089
46
$35.2M 0.49%
585,172
-80,594
47
$34.9M 0.49%
954,362
+169,043
48
$34.6M 0.48%
197,756
+30,514
49
$32.8M 0.46%
215,260
+26,595
50
$32.6M 0.46%
116,781
-13,864
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