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
826
$252K ﹤0.01%
+8,569
827
$252K ﹤0.01%
3,801
-135
828
$251K ﹤0.01%
5,823
+277
829
$251K ﹤0.01%
50,200
+200
830
$251K ﹤0.01%
22,908
-3,161
831
$250K ﹤0.01%
5,791
+95
832
$250K ﹤0.01%
1,873
-90
833
$250K ﹤0.01%
3,418
-177
834
$249K ﹤0.01%
+1,116
835
$248K ﹤0.01%
6,819
+497
836
$248K ﹤0.01%
+2,771
837
$248K ﹤0.01%
14,571
-250
838
$247K ﹤0.01%
7,734
-2,610
839
$247K ﹤0.01%
4,582
-154
840
$246K ﹤0.01%
60,848
-6,121
841
$246K ﹤0.01%
11,493
-68
842
$246K ﹤0.01%
5,179
843
$245K ﹤0.01%
20,813
-95
844
$244K ﹤0.01%
2,942
-13
845
$244K ﹤0.01%
3,740
+346
846
$244K ﹤0.01%
+2,764
847
$243K ﹤0.01%
+4,802
848
$243K ﹤0.01%
+5,052
849
$242K ﹤0.01%
3,652
+260
850
$241K ﹤0.01%
+4,595
32 33
34
35 36