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
601
$540K 0.01%
1,617
+113
602
$538K 0.01%
13,795
-400
603
$537K 0.01%
353
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604
$537K 0.01%
7,756
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605
$533K 0.01%
5,582
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606
$533K 0.01%
11,455
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607
$533K 0.01%
9,485
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608
$530K 0.01%
3,338
+178
609
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3,412
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610
$519K 0.01%
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611
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612
$505K 0.01%
1,504
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613
$501K 0.01%
7,280
614
$501K 0.01%
+12,363
615
$498K 0.01%
10,716
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616
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488
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618
$490K 0.01%
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619
$489K 0.01%
28,216
-1,750
620
$489K 0.01%
12,501
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621
$485K 0.01%
4,398
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622
$485K 0.01%
5,331
+465
623
$485K 0.01%
+364
624
$484K 0.01%
62,233
-34
625
$482K 0.01%
4,519
-7,733
23 24
25
26 27