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
501
$210K 0.01%
+2,193
502
$208K 0.01%
+9,300
503
$208K 0.01%
16,653
-18,067
504
$208K 0.01%
10,500
-1,702
505
$207K 0.01%
13,719
-14,352
506
$207K 0.01%
8,817
-17,237
507
$206K 0.01%
+7,957
508
$205K 0.01%
+9,461
509
$205K 0.01%
6,826
-1,171
510
$204K 0.01%
5,427
-278
511
$202K 0.01%
4,549
-1,046
512
$202K 0.01%
6,827
-13,489
513
$202K 0.01%
+4,769
514
$202K 0.01%
+4,003
515
$201K 0.01%
3,373
-213
516
$196K 0.01%
31,195
-4,020
517
$173K 0.01%
+12,492
518
$147K 0.01%
+19,432
519
$140K 0.01%
+26,331
520
$131K 0.01%
+15,525
521
$130K 0.01%
15,390
-8,991
522
$122K 0.01%
+32,237
523
$122K 0.01%
+40,395
524
$120K ﹤0.01%
+1,228
525
$119K ﹤0.01%
+13,440
19 20
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