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
51
$32.3M 0.45%
1,313,966
+63,686
52
$31.2M 0.44%
172,892
+8,431
53
$30.3M 0.42%
524,252
+31,027
54
$30.1M 0.42%
150,484
-13,356
55
$30.1M 0.42%
1,188,537
+254,508
56
$30.1M 0.42%
190,246
-45,111
57
$28.2M 0.39%
173,884
-4,977
58
$27.7M 0.39%
54,895
+5,252
59
$27.6M 0.39%
365,864
-23,055
60
$27.4M 0.38%
56,484
-20,949
61
$26.8M 0.37%
219,190
+26,325
62
$26.7M 0.37%
169,333
-49,266
63
$26.3M 0.37%
199,557
-10,802
64
$23.9M 0.33%
244,552
-39,915
65
$23.1M 0.32%
316,313
+124,232
66
$22.9M 0.32%
395,016
+362,115
67
$21.9M 0.31%
63,721
-3,739
68
$21.6M 0.3%
195,581
-7,682
69
$21.3M 0.3%
861,464
+123,437
70
$21.1M 0.29%
73,306
+58,260
71
$21.1M 0.29%
411,092
+13,633
72
$20.7M 0.29%
594,454
-119,429
73
$20.7M 0.29%
400,647
+143,374
74
$20.4M 0.28%
429,031
+4,395
75
$19.7M 0.28%
363,693
+23,770
1 2
3
4 5