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
926
$69.2K ﹤0.01%
1,645
+57
927
$66.8K ﹤0.01%
10,919
-662
928
$60.7K ﹤0.01%
12,568
-3,194
929
$58.6K ﹤0.01%
+16,362
930
$58.3K ﹤0.01%
27,766
-1,643
931
$55.8K ﹤0.01%
2,750
-375
932
$55.4K ﹤0.01%
16,682
933
$54.7K ﹤0.01%
2,316
-73
934
$51.4K ﹤0.01%
22,737
-15,054
935
$46.8K ﹤0.01%
+12,175
936
$42.5K ﹤0.01%
+12,419
937
$37.7K ﹤0.01%
769
+13
938
$37.3K ﹤0.01%
+551
939
$35.4K ﹤0.01%
+10,088
940
$29.4K ﹤0.01%
16,235
941
$28.7K ﹤0.01%
10,772
+21
942
$21.1K ﹤0.01%
14,519
-41,684
943
$20.4K ﹤0.01%
27,290
+21
944
$19.3K ﹤0.01%
24,002
+2
945
$9.8K ﹤0.01%
12,975
946
$9.65K ﹤0.01%
2,062
+169
947
$3.45K ﹤0.01%
17,222
-5,000
948
– –
-9,026
949
– –
-2,449
950
– –
-1,277
36 37
38
39 40