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
651
$441K 0.01%
5,370
+61
652
$440K 0.01%
9,651
+524
653
$438K 0.01%
17,213
+507
654
$438K 0.01%
5,013
-3,957
655
$436K 0.01%
8,712
-784
656
$436K 0.01%
4,483
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657
$435K 0.01%
11,164
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658
$435K 0.01%
12,869
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659
$435K 0.01%
28,263
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660
$434K 0.01%
36,763
-7,753
661
$434K 0.01%
3,392
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662
$431K 0.01%
1,627
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663
$431K 0.01%
6,364
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664
$430K 0.01%
4,625
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665
$427K 0.01%
3,656
-145
666
$427K 0.01%
5,048
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667
$427K 0.01%
3,109
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668
$427K 0.01%
7,176
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669
$426K 0.01%
17,346
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670
$425K 0.01%
13,632
+504
671
$425K 0.01%
2,706
-6
672
$423K 0.01%
689
+27
673
$420K 0.01%
7,159
+750
674
$420K 0.01%
+8,132
675
$419K 0.01%
11,153
+2,342
25 26
27
28 29