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
576
$497K 0.01%
7,105
+3,641
577
$497K 0.01%
350
-95
578
$494K 0.01%
3,818
+1,416
579
$494K 0.01%
16,403
+1,632
580
$492K 0.01%
2,640
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581
$491K 0.01%
+7,280
582
$481K 0.01%
6,219
-171
583
$479K 0.01%
16,633
-1,374
584
$477K 0.01%
6,069
+547
585
$475K 0.01%
1,559
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586
$473K 0.01%
3,317
+511
587
$468K 0.01%
24,152
+1,869
588
$461K 0.01%
+8,517
589
$460K 0.01%
5,015
-1,566
590
$459K 0.01%
7,413
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591
$458K 0.01%
2,789
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592
$455K 0.01%
17,435
+2,945
593
$455K 0.01%
3,952
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594
$450K 0.01%
16,716
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595
$450K 0.01%
62,267
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596
$449K 0.01%
+23,063
597
$447K 0.01%
7,906
-24,795
598
$447K 0.01%
5,309
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599
$445K 0.01%
1,939
-732
600
$445K 0.01%
3,078
+580
22 23
24
25 26