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
926
$197K ﹤0.01%
11,291
-85
927
$196K ﹤0.01%
22,498
+2
928
$195K ﹤0.01%
14,768
+2,181
929
$193K ﹤0.01%
13,859
-1,805
930
$190K ﹤0.01%
19,982
-27
931
$187K ﹤0.01%
+18,854
932
$186K ﹤0.01%
16,235
-14,175
933
$186K ﹤0.01%
16,741
-48
934
$177K ﹤0.01%
11,908
+282
935
$175K ﹤0.01%
12,033
-4,505
936
$173K ﹤0.01%
18,275
+5,000
937
$162K ﹤0.01%
40,768
-351
938
$161K ﹤0.01%
13,855
+138
939
$159K ﹤0.01%
+14,215
940
$156K ﹤0.01%
+6,154
941
$151K ﹤0.01%
12,776
-504
942
$150K ﹤0.01%
31,935
+15,339
943
$145K ﹤0.01%
24,025
+1,208
944
$142K ﹤0.01%
12,921
+280
945
$141K ﹤0.01%
10,172
-747
946
$141K ﹤0.01%
29,058
-1,875
947
$138K ﹤0.01%
11,573
-104
948
$137K ﹤0.01%
16,946
+5,666
949
$128K ﹤0.01%
10,743
+465
950
$118K ﹤0.01%
10,000
36 37
38
39 40