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
501
$813K 0.01%
13,142
-2,138
502
$806K 0.01%
6,151
+5
503
$805K 0.01%
34,109
-4,710
504
$805K 0.01%
17,759
505
$798K 0.01%
118,807
+1,661
506
$796K 0.01%
3,542
+2
507
$796K 0.01%
6,525
-3,908
508
$793K 0.01%
3,850
+143
509
$793K 0.01%
9,080
+4,177
510
$790K 0.01%
10,480
+85
511
$784K 0.01%
1,578
-33
512
$774K 0.01%
9,146
-149
513
$772K 0.01%
9,624
+2,519
514
$766K 0.01%
20,763
-277
515
$761K 0.01%
3,848
+48
516
$758K 0.01%
12,856
+5,378
517
$751K 0.01%
1,108
+18
518
$749K 0.01%
7,834
-1,430
519
$749K 0.01%
5,939
-3,019
520
$749K 0.01%
1,444
-203
521
$743K 0.01%
6,601
-699
522
$740K 0.01%
43,485
523
$740K 0.01%
8,250
+3,668
524
$738K 0.01%
16,263
+99
525
$734K 0.01%
+75,996
19 20
21
22 23