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
726
$350K ﹤0.01%
3,098
+10
727
$349K ﹤0.01%
15,519
-1,221
728
$348K ﹤0.01%
8,589
-3
729
$347K ﹤0.01%
10,000
-1,000
730
$346K ﹤0.01%
4,016
+912
731
$346K ﹤0.01%
17,093
-117
732
$345K ﹤0.01%
8,806
-1,187
733
$345K ﹤0.01%
9,694
-6,750
734
$344K ﹤0.01%
15,852
-1,583
735
$343K ﹤0.01%
7,370
+828
736
$343K ﹤0.01%
9,958
-222
737
$340K ﹤0.01%
19,805
-2,475
738
$339K ﹤0.01%
+7,814
739
$338K ﹤0.01%
18,318
+3,297
740
$338K ﹤0.01%
12,871
-1,671
741
$337K ﹤0.01%
9,730
-7,975
742
$336K ﹤0.01%
+1,058
743
$334K ﹤0.01%
2,981
+16
744
$333K ﹤0.01%
5,645
+14
745
$331K ﹤0.01%
4,458
-169
746
$330K ﹤0.01%
14,800
-502
747
$329K ﹤0.01%
2,339
+15
748
$329K ﹤0.01%
5,822
-404
749
$328K ﹤0.01%
2,579
+184
750
$327K ﹤0.01%
10,114
-986
28 29
30
31 32