PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$184M
2
+$143M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$36.7M

Top Sells

1
+$118M
2
+$59M
3
+$22.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.56M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.42M

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