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
851
$240K ﹤0.01%
827
-962
852
$240K ﹤0.01%
2,670
853
$240K ﹤0.01%
1,001
+84
854
$240K ﹤0.01%
+4,852
855
$239K ﹤0.01%
1,933
-740
856
$238K ﹤0.01%
3,499
+212
857
$238K ﹤0.01%
1,638
-16
858
$238K ﹤0.01%
2,284
+67
859
$237K ﹤0.01%
1,116
+10
860
$237K ﹤0.01%
6,544
-862
861
$236K ﹤0.01%
2,630
-1,652
862
$236K ﹤0.01%
3,918
-35
863
$236K ﹤0.01%
5,577
+1
864
$235K ﹤0.01%
4,004
+186
865
$234K ﹤0.01%
+749
866
$234K ﹤0.01%
1,817
-36
867
$233K ﹤0.01%
7,875
-10,188
868
$233K ﹤0.01%
+1,177
869
$233K ﹤0.01%
+586
870
$232K ﹤0.01%
1,012
+6
871
$232K ﹤0.01%
+9,376
872
$232K ﹤0.01%
6,140
-162
873
$232K ﹤0.01%
+2,072
874
$232K ﹤0.01%
3,521
-1,832
875
$232K ﹤0.01%
2,955
+247
33 34
35
36 37