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
776
$297K ﹤0.01%
1,521
+309
777
$295K ﹤0.01%
+5,873
778
$294K ﹤0.01%
24,220
779
$293K ﹤0.01%
+4,459
780
$292K ﹤0.01%
12,349
-27
781
$292K ﹤0.01%
7,034
+888
782
$290K ﹤0.01%
12,768
-11,936
783
$290K ﹤0.01%
4,315
+36
784
$288K ﹤0.01%
2,383
+117
785
$288K ﹤0.01%
2,169
+422
786
$287K ﹤0.01%
1,309
-499
787
$285K ﹤0.01%
5,044
+723
788
$285K ﹤0.01%
10,587
-168
789
$284K ﹤0.01%
1,714
+2
790
$282K ﹤0.01%
7,904
-2,345
791
$282K ﹤0.01%
2,596
+65
792
$282K ﹤0.01%
10,609
+2,870
793
$280K ﹤0.01%
1,926
-1
794
$279K ﹤0.01%
11,955
-1,246
795
$278K ﹤0.01%
4,434
-27,665
796
$276K ﹤0.01%
4,310
+10
797
$276K ﹤0.01%
4,714
+19
798
$276K ﹤0.01%
1,902
-1,993
799
$275K ﹤0.01%
26,901
-1,756
800
$274K ﹤0.01%
574
+54
30 31
32
33 34