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
526
$627K 0.01%
2,786
+106
527
$626K 0.01%
14,679
+847
528
$623K 0.01%
70,431
-5,652
529
$622K 0.01%
25,569
-138
530
$622K 0.01%
2,298
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531
$621K 0.01%
20,795
532
$620K 0.01%
9,377
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533
$619K 0.01%
11,525
-7,544
534
$618K 0.01%
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535
$616K 0.01%
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536
$614K 0.01%
10,395
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537
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4,936
-154
538
$612K 0.01%
26,069
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539
$592K 0.01%
5,411
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540
$583K 0.01%
20,403
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$583K 0.01%
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543
$577K 0.01%
6,464
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544
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545
$576K 0.01%
4,920
-218
546
$576K 0.01%
7,851
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547
$573K 0.01%
4,474
+300
548
$573K 0.01%
3,969
+1,973
549
$572K 0.01%
9,581
-1,550
550
$571K 0.01%
9,148
+172
20 21
22
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