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
826
$233K ﹤0.01%
+1,659
827
$233K ﹤0.01%
+2,325
828
$232K ﹤0.01%
+4,686
829
$230K ﹤0.01%
1,106
-298
830
$230K ﹤0.01%
+4,090
831
$230K ﹤0.01%
16,538
-2,109
832
$230K ﹤0.01%
+1,945
833
$229K ﹤0.01%
+3,818
834
$228K ﹤0.01%
+8,694
835
$227K ﹤0.01%
11,100
+379
836
$227K ﹤0.01%
+1,654
837
$227K ﹤0.01%
2,670
838
$226K ﹤0.01%
4,670
-2,442
839
$226K ﹤0.01%
5,576
-30
840
$226K ﹤0.01%
+8,830
841
$226K ﹤0.01%
+2,975
842
$226K ﹤0.01%
+6,146
843
$225K ﹤0.01%
+2,004
844
$224K ﹤0.01%
+5,179
845
$223K ﹤0.01%
+6,479
846
$221K ﹤0.01%
+6,507
847
$221K ﹤0.01%
1,006
+44
848
$221K ﹤0.01%
+4,309
849
$221K ﹤0.01%
66,969
-3,753
850
$221K ﹤0.01%
+4,931
32 33
34
35 36