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
876
$203K ﹤0.01%
+2,557
877
$202K ﹤0.01%
+20,908
878
$202K ﹤0.01%
+7,860
879
$201K ﹤0.01%
+4,409
880
$201K ﹤0.01%
+2,708
881
$201K ﹤0.01%
+4,040
882
$200K ﹤0.01%
+552
883
$200K ﹤0.01%
+917
884
$199K ﹤0.01%
15,664
-10,417
885
$193K ﹤0.01%
22,496
+3
886
$193K ﹤0.01%
20,009
+5,069
887
$192K ﹤0.01%
+11,376
888
$184K ﹤0.01%
16,789
+1,647
889
$171K ﹤0.01%
12,641
-1,762
890
$154K ﹤0.01%
+11,626
891
$146K ﹤0.01%
13,717
+113
892
$145K ﹤0.01%
15,549
+239
893
$144K ﹤0.01%
13,275
894
$141K ﹤0.01%
+41,119
895
$138K ﹤0.01%
4,490
+604
896
$135K ﹤0.01%
20,317
+3,120
897
$135K ﹤0.01%
401
+7
898
$131K ﹤0.01%
22,817
+7,492
899
$128K ﹤0.01%
10,405
-2,037
900
$128K ﹤0.01%
+30,933
34 35
36
37 38