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
701
$341K 0.01%
29,958
+2,774
702
$340K 0.01%
1,533
-264
703
$335K 0.01%
5,353
-869
704
$335K 0.01%
3,088
+460
705
$334K 0.01%
1,523
+103
706
$334K 0.01%
23,164
+10,378
707
$333K 0.01%
+3,503
708
$330K 0.01%
+662
709
$328K 0.01%
+1,716
710
$328K ﹤0.01%
+10,448
711
$327K ﹤0.01%
2,965
+489
712
$325K ﹤0.01%
2,646
+108
713
$325K ﹤0.01%
+1,039
714
$323K ﹤0.01%
+3,901
715
$321K ﹤0.01%
+3,712
716
$319K ﹤0.01%
3,594
+47
717
$319K ﹤0.01%
3,160
-298
718
$317K ﹤0.01%
10,180
719
$316K ﹤0.01%
8,811
+3,127
720
$315K ﹤0.01%
2,324
+90
721
$315K ﹤0.01%
+3,004
722
$314K ﹤0.01%
+6,680
723
$313K ﹤0.01%
+3,687
724
$313K ﹤0.01%
+10,290
725
$312K ﹤0.01%
2,626
+526
27 28
29
30 31