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
651
$393K 0.01%
15,170
-1,999
652
$393K 0.01%
14,542
-10,998
653
$391K 0.01%
4,282
-552
654
$391K 0.01%
9,138
+2,564
655
$388K 0.01%
11,885
+1,215
656
$386K 0.01%
8,262
-1,056
657
$385K 0.01%
+1,583
658
$385K 0.01%
18,608
-1,023
659
$385K 0.01%
5,055
+1,008
660
$379K 0.01%
+10,271
661
$377K 0.01%
7,635
+1,322
662
$377K 0.01%
15,302
+7
663
$377K 0.01%
10,825
-1,708
664
$377K 0.01%
+11,000
665
$377K 0.01%
4,520
+123
666
$376K 0.01%
4,866
+1,440
667
$376K 0.01%
7,709
+1,261
668
$373K 0.01%
+6,178
669
$373K 0.01%
+7,151
670
$373K 0.01%
4,007
-581
671
$373K 0.01%
+8,150
672
$372K 0.01%
13,128
+5,128
673
$371K 0.01%
4,903
-133
674
$370K 0.01%
5,620
675
$369K 0.01%
+6,616
25 26
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