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
501
$681K 0.01%
3,892
-1,526
502
$678K 0.01%
1,166
+724
503
$670K 0.01%
23,728
+2,180
504
$668K 0.01%
8,859
+3,838
505
$665K 0.01%
6,146
-122
506
$664K 0.01%
1,611
-372
507
$661K 0.01%
3,800
-1,415
508
$661K 0.01%
11,120
-2,128
509
$659K 0.01%
25,014
+3,111
510
$657K 0.01%
9,168
+2,743
511
$656K 0.01%
17,705
-4,646
512
$656K 0.01%
10,724
+6,433
513
$655K 0.01%
5,838
+102
514
$653K 0.01%
15,242
+191
515
$652K 0.01%
8,026
+2,897
516
$651K 0.01%
22,534
-2,962
517
$650K 0.01%
11,489
-106
518
$647K 0.01%
20,088
+8,064
519
$647K 0.01%
18,264
+4,779
520
$641K 0.01%
7,032
-599
521
$639K 0.01%
5,604
+839
522
$638K 0.01%
4,556
+441
523
$636K 0.01%
35,437
+15,649
524
$634K 0.01%
+4,102
525
$630K 0.01%
+77,688
19 20
21
22 23