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
851
$220K ﹤0.01%
+1,267
852
$219K ﹤0.01%
+3,260
853
$217K ﹤0.01%
+5,334
854
$217K ﹤0.01%
12,018
855
$216K ﹤0.01%
+1,891
856
$216K ﹤0.01%
+1,551
857
$215K ﹤0.01%
+3,104
858
$215K ﹤0.01%
+3,770
859
$214K ﹤0.01%
+2,441
860
$214K ﹤0.01%
+1,196
861
$213K ﹤0.01%
+6,905
862
$212K ﹤0.01%
+5,546
863
$211K ﹤0.01%
+2,722
864
$210K ﹤0.01%
+7,582
865
$210K ﹤0.01%
+1,019
866
$210K ﹤0.01%
+2,217
867
$209K ﹤0.01%
4,400
868
$208K ﹤0.01%
7,739
-675
869
$207K ﹤0.01%
+1,811
870
$207K ﹤0.01%
+9,300
871
$207K ﹤0.01%
+5,227
872
$206K ﹤0.01%
+3,287
873
$206K ﹤0.01%
+4,282
874
$204K ﹤0.01%
+619
875
$203K ﹤0.01%
+6,438
33 34
35
36 37