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
476
$237K 0.01%
2,447
-610
477
$236K 0.01%
8,503
-5,296
478
$236K 0.01%
+2,159
479
$235K 0.01%
3,850
-555
480
$234K 0.01%
3,061
-213,556
481
$232K 0.01%
+2,966
482
$232K 0.01%
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483
$230K 0.01%
+12,162
484
$227K 0.01%
+4,961
485
$226K 0.01%
8,884
-5,286
486
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487
$223K 0.01%
6,134
-4,078
488
$223K 0.01%
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489
$223K 0.01%
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490
$222K 0.01%
659
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491
$218K 0.01%
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492
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494
$217K 0.01%
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495
$215K 0.01%
+1,177
496
$213K 0.01%
+2,179
497
$213K 0.01%
23,000
498
$210K 0.01%
+776
499
$210K 0.01%
+3,473
500
$210K 0.01%
5,429
-3,763
18 19
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