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
801
$272K ﹤0.01%
1,367
-86
802
$271K ﹤0.01%
5,079
-730
803
$270K ﹤0.01%
22,076
804
$269K ﹤0.01%
6,912
-472
805
$268K ﹤0.01%
2,806
+365
806
$267K ﹤0.01%
1,131
+97
807
$266K ﹤0.01%
8,675
+108
808
$262K ﹤0.01%
468
-5
809
$262K ﹤0.01%
2,986
+84
810
$261K ﹤0.01%
+2,199
811
$261K ﹤0.01%
3,204
+647
812
$261K ﹤0.01%
5,531
+600
813
$260K ﹤0.01%
+4,486
814
$259K ﹤0.01%
+3,833
815
$259K ﹤0.01%
2,850
-13
816
$259K ﹤0.01%
+4,017
817
$256K ﹤0.01%
1,847
-6,030
818
$255K ﹤0.01%
+43,350
819
$255K ﹤0.01%
2,193
+415
820
$255K ﹤0.01%
1,942
-62
821
$255K ﹤0.01%
6,841
+362
822
$254K ﹤0.01%
3,001
823
$254K ﹤0.01%
12,465
-1,220
824
$253K ﹤0.01%
+12,345
825
$253K ﹤0.01%
2,288
-405
31 32
33
34 35