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
576
$600K 0.01%
5,911
+1,242
577
$600K 0.01%
7,228
+2,708
578
$596K 0.01%
4,289
+471
579
$594K 0.01%
6,352
+227
580
$590K 0.01%
6,832
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581
$585K 0.01%
4,013
582
$582K 0.01%
9,734
-1,945
583
$581K 0.01%
3,728
-76
584
$576K 0.01%
4,915
-8,262
585
$576K 0.01%
1,321
+145
586
$575K 0.01%
20,247
+1,052
587
$575K 0.01%
4,361
+1,283
588
$573K 0.01%
27,233
+3,081
589
$568K 0.01%
2,096
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590
$562K 0.01%
20,118
+15
591
$558K 0.01%
4,278
-658
592
$555K 0.01%
3,479
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593
$555K 0.01%
4,210
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594
$554K 0.01%
9,299
-282
595
$554K 0.01%
18,318
+1,915
596
$551K 0.01%
3,297
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597
$550K 0.01%
9,131
-17
598
$547K 0.01%
11,431
+2,995
599
$547K 0.01%
19,289
+7,447
600
$543K 0.01%
2,546
+154
22 23
24
25 26