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
526
$117K ﹤0.01%
+10,000
527
$110K ﹤0.01%
41,405
-53
528
$108K ﹤0.01%
16,921
-171
529
$107K ﹤0.01%
15,142
530
$105K ﹤0.01%
+12,076
531
$102K ﹤0.01%
+85,000
532
$95K ﹤0.01%
50,000
533
$81K ﹤0.01%
+10,326
534
$69.3K ﹤0.01%
11,512
535
$66.9K ﹤0.01%
+590
536
$61.2K ﹤0.01%
+755
537
$59K ﹤0.01%
+7,233
538
$54.1K ﹤0.01%
+2,255
539
$47.5K ﹤0.01%
+201
540
$41.5K ﹤0.01%
1,019
-10
541
$40.2K ﹤0.01%
+26,437
542
$36K ﹤0.01%
+26,655
543
$28.5K ﹤0.01%
+2,900
544
$18.8K ﹤0.01%
+63
545
$18.8K ﹤0.01%
15,135
546
$16K ﹤0.01%
+12,975
547
$10.4K ﹤0.01%
+686
548
– –
-1,463
549
– –
-15,325
550
– –
-6,641
20 21
22
23 24