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
726
$310K ﹤0.01%
+2,498
727
$308K ﹤0.01%
+1,645
728
$308K ﹤0.01%
+6,542
729
$307K ﹤0.01%
10,627
-5,005
730
$307K ﹤0.01%
16,566
+3,406
731
$307K ﹤0.01%
4,962
+4
732
$307K ﹤0.01%
13,652
+1,712
733
$306K ﹤0.01%
+8,019
734
$303K ﹤0.01%
+15,107
735
$302K ﹤0.01%
+2,712
736
$301K ﹤0.01%
+4,402
737
$299K ﹤0.01%
2,266
-10,709
738
$299K ﹤0.01%
+1,571
739
$299K ﹤0.01%
12,376
-53
740
$297K ﹤0.01%
+10,460
741
$297K ﹤0.01%
+1,377
742
$293K ﹤0.01%
+11,804
743
$293K ﹤0.01%
+2,911
744
$293K ﹤0.01%
4,083
+233
745
$292K ﹤0.01%
1,286
+269
746
$291K ﹤0.01%
11,480
-36,348
747
$290K ﹤0.01%
1,453
+236
748
$290K ﹤0.01%
1,954
-451
749
$289K ﹤0.01%
26,569
+3,569
750
$288K ﹤0.01%
+1,212
28 29
30
31 32