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
751
$286K ﹤0.01%
24,220
-1,210
752
$286K ﹤0.01%
+11,842
753
$286K ﹤0.01%
+5,696
754
$284K ﹤0.01%
3,334
-668
755
$281K ﹤0.01%
6,302
+247
756
$279K ﹤0.01%
3,772
-5,084
757
$279K ﹤0.01%
+10,344
758
$278K ﹤0.01%
+4,627
759
$278K ﹤0.01%
+5,809
760
$277K ﹤0.01%
2,693
+75
761
$275K ﹤0.01%
+4,262
762
$273K ﹤0.01%
+329
763
$272K ﹤0.01%
4,279
+131
764
$271K ﹤0.01%
+1,927
765
$271K ﹤0.01%
4,520
-586
766
$270K ﹤0.01%
+7,384
767
$268K ﹤0.01%
1,976
-1,902
768
$268K ﹤0.01%
+473
769
$267K ﹤0.01%
+3,209
770
$267K ﹤0.01%
+3,455
771
$267K ﹤0.01%
7,406
+1,347
772
$266K ﹤0.01%
+2,288
773
$266K ﹤0.01%
11,561
+180
774
$266K ﹤0.01%
11,105
+129
775
$265K ﹤0.01%
+5,631
29 30
31
32 33