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
51
$29.5M 0.45%
1,250,280
+15,418
52
$28.5M 0.43%
785,319
+180,747
53
$28.5M 0.43%
209,194
-62,213
54
$28.4M 0.43%
167,242
+17,093
55
$27.9M 0.42%
163,840
+29,663
56
$27.4M 0.41%
77,433
+17,077
57
$27.1M 0.41%
493,225
-99,417
58
$26.9M 0.41%
268,734
+55,989
59
$26.6M 0.4%
188,665
+33,494
60
$26.2M 0.4%
178,861
+38,034
61
$24.2M 0.37%
164,461
+729
62
$23.9M 0.36%
284,467
+58,095
63
$22.9M 0.35%
210,359
+38,115
64
$22.5M 0.34%
52,818
+15,830
65
$22.5M 0.34%
+713,883
66
$22M 0.33%
203,263
+148,046
67
$21.8M 0.33%
934,029
+17,202
68
$21.2M 0.32%
101,031
+33,050
69
$21M 0.32%
67,460
+54,681
70
$21M 0.32%
193,142
+69,535
71
$20.8M 0.31%
79,914
-2,585
72
$20.8M 0.31%
85,402
+80,893
73
$20.4M 0.31%
397,459
+43,983
74
$18.8M 0.28%
75,507
+5,050
75
$18.5M 0.28%
257,220
-85,510
1 2
3
4 5