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
676
$369K 0.01%
4,590
+1,527
677
$367K 0.01%
+4,034
678
$367K 0.01%
14,426
+733
679
$366K 0.01%
+1,808
680
$366K 0.01%
3,025
+77
681
$366K 0.01%
13,267
+3,684
682
$364K 0.01%
10,249
-100
683
$362K 0.01%
13,201
-2,245
684
$360K 0.01%
16,325
-3,687
685
$360K 0.01%
6,409
-5,440
686
$359K 0.01%
+4,522
687
$359K 0.01%
5,304
688
$357K 0.01%
7,347
-684
689
$355K 0.01%
15,878
+126
690
$355K 0.01%
+935
691
$354K 0.01%
3,666
-3,763
692
$352K 0.01%
+8,690
693
$352K 0.01%
3,011
+1,164
694
$351K 0.01%
20,681
+547
695
$351K 0.01%
+17,210
696
$350K 0.01%
+2,431
697
$347K 0.01%
4,471
-298
698
$346K 0.01%
+4,278
699
$346K 0.01%
16,740
+2,589
700
$343K 0.01%
+9,993
26 27
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29 30