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
901
$127K ﹤0.01%
+2,318
902
$126K ﹤0.01%
+11,677
903
$126K ﹤0.01%
12,692
+2,361
904
$125K ﹤0.01%
20,406
+1,715
905
$121K ﹤0.01%
+13,280
906
$120K ﹤0.01%
10,000
907
$118K ﹤0.01%
+10,278
908
$113K ﹤0.01%
5,270
909
$109K ﹤0.01%
17,202
+360
910
$101K ﹤0.01%
17,676
-18,787
911
$101K ﹤0.01%
+42,074
912
$98.5K ﹤0.01%
21,888
+8,056
913
$95.4K ﹤0.01%
+11,280
914
$94.2K ﹤0.01%
+10,851
915
$92.9K ﹤0.01%
14,628
+1,108
916
$90.7K ﹤0.01%
+10,693
917
$87.9K ﹤0.01%
14,523
+1,672
918
$83K ﹤0.01%
45,348
+166
919
$81.5K ﹤0.01%
+16,596
920
$81.3K ﹤0.01%
+10,316
921
$75.2K ﹤0.01%
149
-4
922
$72.1K ﹤0.01%
11,301
+700
923
$71.7K ﹤0.01%
+25,760
924
$71.7K ﹤0.01%
11,512
925
$70K ﹤0.01%
+10,350
35 36
37
38 39