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
801
$250K ﹤0.01%
+2,989
802
$249K ﹤0.01%
+1,963
803
$247K ﹤0.01%
12,587
-5,677
804
$247K ﹤0.01%
+1,034
805
$247K ﹤0.01%
+28,657
806
$246K ﹤0.01%
50,000
807
$245K ﹤0.01%
+2,409
808
$244K ﹤0.01%
+2,325
809
$244K ﹤0.01%
+6,839
810
$240K ﹤0.01%
+4,321
811
$240K ﹤0.01%
+2,863
812
$240K ﹤0.01%
+3,001
813
$239K ﹤0.01%
+1,747
814
$238K ﹤0.01%
+3,394
815
$238K ﹤0.01%
13,719
+740
816
$237K ﹤0.01%
+5,062
817
$237K ﹤0.01%
2,955
-1,285
818
$237K ﹤0.01%
+4,010
819
$237K ﹤0.01%
+3,953
820
$236K ﹤0.01%
+3,020
821
$235K ﹤0.01%
+3,945
822
$235K ﹤0.01%
4,550
-11
823
$235K ﹤0.01%
+3,936
824
$235K ﹤0.01%
1,853
-1,065
825
$235K ﹤0.01%
+520
31 32
33
34 35