PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
This Quarter Return
+8.01%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$2.43B
AUM Growth
+$2.43B
(-7.7%)
Cap. Flow
-$355M
Cap. Flow
% of AUM
-14.58%
Top 10 Holdings %
Top 10 Hldgs %
35.06%
Holding
663
New
142
Increased
127
Reduced
268
Closed
116
Top Buys
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$50M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
$30.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$16.3M |
| 4 |
AXS Green Alpha ETF
NXTE
|
$11.4M |
| 5 |
UnitedHealth
UNH
|
$7.78M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$28.9M |
| 2 |
Invesco QQQ Trust
QQQ
|
$24.3M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$22.3M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$19.9M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$19.8M |
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Healthcare | 6.08% |
| 3 | Industrials | 5.31% |
| 4 | Consumer Discretionary | 5.29% |
| 5 | Financials | 4.75% |
