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
776
$262K ﹤0.01%
13,685
-2,650
777
$262K ﹤0.01%
+7,075
778
$261K ﹤0.01%
+2,673
779
$261K ﹤0.01%
22,076
780
$260K ﹤0.01%
+1,778
781
$260K ﹤0.01%
4,300
+10
782
$259K ﹤0.01%
3,595
-321
783
$259K ﹤0.01%
3,014
+394
784
$258K ﹤0.01%
2,527
-562
785
$257K ﹤0.01%
+4,736
786
$257K ﹤0.01%
1,712
+76
787
$257K ﹤0.01%
+2,395
788
$257K ﹤0.01%
+3,392
789
$255K ﹤0.01%
+2,531
790
$255K ﹤0.01%
14,821
-2,660
791
$254K ﹤0.01%
+5,100
792
$253K ﹤0.01%
4,695
+112
793
$253K ﹤0.01%
+4,886
794
$253K ﹤0.01%
+14,066
795
$253K ﹤0.01%
+2,902
796
$253K ﹤0.01%
18,680
+1,476
797
$252K ﹤0.01%
8,567
+1,034
798
$252K ﹤0.01%
+6,322
799
$250K ﹤0.01%
+15,021
800
$250K ﹤0.01%
+5,000
30 31
32
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