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
751
$326K ﹤0.01%
+9,225
752
$325K ﹤0.01%
+18,072
753
$322K ﹤0.01%
2,432
-194
754
$321K ﹤0.01%
12,380
-2,790
755
$321K ﹤0.01%
4,293
+210
756
$319K ﹤0.01%
151,733
+25,000
757
$318K ﹤0.01%
6,158
-15,792
758
$318K ﹤0.01%
3,413
+79
759
$315K ﹤0.01%
+9,168
760
$315K ﹤0.01%
15,113
+6
761
$315K ﹤0.01%
10,457
+167
762
$314K ﹤0.01%
7,980
-710
763
$313K ﹤0.01%
4,943
-19
764
$311K ﹤0.01%
2,585
-61
765
$308K ﹤0.01%
5,346
+660
766
$307K ﹤0.01%
3,050
+725
767
$305K ﹤0.01%
1,117
-169
768
$303K ﹤0.01%
1,757
+98
769
$302K ﹤0.01%
3,183
-272
770
$301K ﹤0.01%
+3,211
771
$300K ﹤0.01%
22,971
+4,291
772
$298K ﹤0.01%
719
+100
773
$298K ﹤0.01%
4,786
+841
774
$297K ﹤0.01%
6,451
-896
775
$297K ﹤0.01%
2,368
+80
29 30
31
32 33