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
476
$778K 0.01%
21,040
+4,917
477
$777K 0.01%
1,647
+547
478
$770K 0.01%
10,525
+60
479
$770K 0.01%
+16,832
480
$765K 0.01%
3,855
+1,479
481
$760K 0.01%
4,414
-3,122
482
$751K 0.01%
17,759
+4,739
483
$747K 0.01%
851
+223
484
$746K 0.01%
+5,387
485
$743K 0.01%
43,485
+1,954
486
$740K 0.01%
15,451
+4,690
487
$740K 0.01%
1,811
+1,155
488
$730K 0.01%
3,556
+2,158
489
$729K 0.01%
+8,801
490
$722K 0.01%
36,173
491
$721K 0.01%
11,679
+5,486
492
$719K 0.01%
9,295
-1,112
493
$718K 0.01%
64,706
-11,128
494
$702K 0.01%
+3,707
495
$696K 0.01%
69,925
+12,934
496
$695K 0.01%
1,789
+1,258
497
$695K 0.01%
1,509
+505
498
$692K 0.01%
3,080
+9
499
$689K 0.01%
1,488
+347
500
$688K 0.01%
1,090
+398
18 19
20
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