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
551
$561K 0.01%
+24,704
552
$560K 0.01%
+2,206
553
$558K 0.01%
15,749
+6,344
554
$555K 0.01%
+16,444
555
$554K 0.01%
4,407
+1,167
556
$552K 0.01%
+15,479
557
$552K 0.01%
6,125
+2,360
558
$546K 0.01%
3,804
+363
559
$534K 0.01%
20,103
-1,350
560
$520K 0.01%
3,540
-580
561
$519K 0.01%
+19,195
562
$518K 0.01%
18,063
-1,767
563
$517K 0.01%
1,130
+303
564
$515K 0.01%
+30,410
565
$513K 0.01%
14,195
+4,193
566
$512K 0.01%
9,864
+14
567
$511K 0.01%
44,516
-4,175
568
$509K 0.01%
126,733
569
$509K 0.01%
+4,013
570
$507K 0.01%
+2,762
571
$505K 0.01%
29,966
+5,043
572
$504K 0.01%
+979
573
$504K 0.01%
+2,392
574
$503K 0.01%
1,996
-320
575
$497K 0.01%
9,496
-58
21 22
23
24 25