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
876
$230K ﹤0.01%
+994
877
$230K ﹤0.01%
1,204
+8
878
$229K ﹤0.01%
1,770
-41
879
$227K ﹤0.01%
1,563
+12
880
$227K ﹤0.01%
2,183
-821
881
$227K ﹤0.01%
10,443
-184
882
$227K ﹤0.01%
+7,274
883
$226K ﹤0.01%
4,465
+17
884
$226K ﹤0.01%
25,851
-4,107
885
$224K ﹤0.01%
+1,967
886
$224K ﹤0.01%
11,024
-10,091
887
$223K ﹤0.01%
+11,349
888
$223K ﹤0.01%
5,339
+5
889
$221K ﹤0.01%
12,365
-1,354
890
$221K ﹤0.01%
8,759
-71
891
$221K ﹤0.01%
4,067
-23
892
$221K ﹤0.01%
+5,840
893
$221K ﹤0.01%
+8,337
894
$220K ﹤0.01%
6,510
+3
895
$219K ﹤0.01%
1,071
+52
896
$219K ﹤0.01%
3,762
-3,892
897
$219K ﹤0.01%
+3,748
898
$218K ﹤0.01%
4,050
-500
899
$217K ﹤0.01%
+2,033
900
$216K ﹤0.01%
+1,821
34 35
36
37 38