PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$30.3M
3
+$16.3M
4
NXTE icon
AXS Green Alpha ETF
NXTE
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$7.78M

Top Sells

1
+$28.9M
2
+$24.3M
3
+$22.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$19.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.8M

Sector Composition

1 Technology 12.56%
2 Healthcare 6.08%
3 Industrials 5.31%
4 Consumer Discretionary 5.29%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.43%
28,860
+10,715
52
$10.3M 0.42%
210,535
+39,851
53
$10.2M 0.42%
29,769
-19,234
54
$9.96M 0.41%
76,434
+5,118
55
$9.87M 0.41%
59,601
-10,062
56
$9.86M 0.41%
53,819
+40,543
57
$9.81M 0.4%
40,588
+14,543
58
$9.48M 0.39%
114,425
-58,545
59
$9.48M 0.39%
46,424
+31,761
60
$9.38M 0.39%
59,508
+20,892
61
$9.14M 0.38%
32,675
-12,222
62
$8.95M 0.37%
18,924
-5,784
63
$8.84M 0.36%
83,126
-23,923
64
$8.8M 0.36%
544,235
-147,811
65
$8.72M 0.36%
38,103
+21,851
66
$8.49M 0.35%
51,446
+20,349
67
$8.24M 0.34%
53,497
-129,040
68
$8.06M 0.33%
37,919
+15,856
69
$7.99M 0.33%
76,773
-8,597
70
$7.67M 0.32%
36,166
-9,512
71
$7.63M 0.31%
197,396
-140,255
72
$7.12M 0.29%
76,673
+8,476
73
$7.02M 0.29%
113,203
-66,329
74
$6.93M 0.29%
178,292
-51
75
$6.93M 0.28%
17,979
-9,165
1 2
3
4 5