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
901
$216K ﹤0.01%
+829
902
$216K ﹤0.01%
8,808
-2,996
903
$215K ﹤0.01%
+4,003
904
$215K ﹤0.01%
4,409
905
$215K ﹤0.01%
+1,260
906
$215K ﹤0.01%
12,068
+50
907
$213K ﹤0.01%
4,134
-1,093
908
$213K ﹤0.01%
+699
909
$211K ﹤0.01%
+2,578
910
$210K ﹤0.01%
+6,287
911
$210K ﹤0.01%
+5,448
912
$209K ﹤0.01%
4,400
913
$208K ﹤0.01%
3,194
-1,821
914
$208K ﹤0.01%
+6,823
915
$206K ﹤0.01%
+7,084
916
$206K ﹤0.01%
+2,260
917
$205K ﹤0.01%
3,760
-250
918
$205K ﹤0.01%
4,058
-251
919
$204K ﹤0.01%
25,670
-899
920
$204K ﹤0.01%
9,300
921
$202K ﹤0.01%
+692
922
$201K ﹤0.01%
+8,662
923
$201K ﹤0.01%
+1,549
924
$201K ﹤0.01%
+4,214
925
$200K ﹤0.01%
+7,551
35 36
37
38 39