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
601
$444K 0.01%
21,115
+5,815
602
$442K 0.01%
34,266
603
$442K 0.01%
17,210
+6,815
604
$441K 0.01%
3,383
+1,107
605
$439K 0.01%
10,755
+2,038
606
$439K 0.01%
+10,145
607
$438K 0.01%
1,504
+309
608
$437K 0.01%
3,698
+1,372
609
$435K 0.01%
14,296
+4,461
610
$433K 0.01%
6,706
+627
611
$430K 0.01%
+3,018
612
$430K 0.01%
4,669
+262
613
$429K 0.01%
8,307
-293
614
$429K 0.01%
+5,218
615
$429K 0.01%
12,613
+171
616
$424K 0.01%
+17,189
617
$424K 0.01%
+8,141
618
$423K 0.01%
11,425
-1,408
619
$423K 0.01%
9,127
+135
620
$423K 0.01%
2,893
-8,749
621
$422K 0.01%
+22,280
622
$420K 0.01%
49,506
+38,800
623
$418K 0.01%
+5,522
624
$416K 0.01%
+1,470
625
$415K 0.01%
+3,234
23 24
25
26 27