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
626
$413K 0.01%
6,210
+268
627
$413K 0.01%
4,215
-2,995
628
$412K 0.01%
4,722
+304
629
$409K 0.01%
+3,384
630
$408K 0.01%
5,353
+1,331
631
$408K 0.01%
+4,582
632
$408K 0.01%
16,706
+817
633
$406K 0.01%
7,478
+504
634
$405K 0.01%
+27,422
635
$405K 0.01%
+4,521
636
$403K 0.01%
6,226
+669
637
$403K 0.01%
5,539
+478
638
$402K 0.01%
+5,319
639
$401K 0.01%
8,436
+2,104
640
$398K 0.01%
1,176
+227
641
$398K 0.01%
7,654
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642
$398K 0.01%
4,274
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643
$397K 0.01%
4,554
-35
644
$397K 0.01%
3,801
-24
645
$396K 0.01%
17,216
-2,934
646
$395K 0.01%
8,592
+9
647
$395K 0.01%
33,522
+297
648
$395K 0.01%
29,068
+28
649
$394K 0.01%
7,774
-800
650
$393K 0.01%
2,944
+138
24 25
26
27 28