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
701
$384K 0.01%
10,921
-964
702
$384K 0.01%
+7,316
703
$383K 0.01%
3,960
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704
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$383K 0.01%
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$382K 0.01%
4,978
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$381K 0.01%
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$372K 0.01%
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715
$371K 0.01%
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5,661
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$363K 0.01%
14,426
720
$360K 0.01%
3,960
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721
$359K 0.01%
6,522
-94
722
$356K 0.01%
22,509
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723
$356K 0.01%
2,768
-176
724
$353K ﹤0.01%
1,901
+256
725
$351K ﹤0.01%
1,350
-27
27 28
29
30 31