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
626
$480K 0.01%
1,656
+97
627
$478K 0.01%
3,055
+37
628
$478K 0.01%
32,822
-1,444
629
$477K 0.01%
23,083
+20
630
$477K 0.01%
+5,751
631
$477K 0.01%
16,727
-3,676
632
$476K 0.01%
77,044
-644
633
$476K 0.01%
1,827
+244
634
$472K 0.01%
6,444
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635
$471K 0.01%
4,748
+227
636
$467K 0.01%
6,461
+1,990
637
$467K 0.01%
10,897
-528
638
$463K 0.01%
10,350
+205
639
$461K 0.01%
3,947
-5
640
$460K 0.01%
7,970
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641
$460K 0.01%
16,712
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642
$458K 0.01%
4,734
+1,022
643
$456K 0.01%
16,064
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644
$452K 0.01%
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645
$450K 0.01%
5,495
-27
646
$450K 0.01%
13,655
-641
647
$449K 0.01%
7,433
-1,084
648
$448K 0.01%
6,275
-101,073
649
$447K 0.01%
+9,572
650
$447K 0.01%
7,751
-390
24 25
26
27 28