We are live on ! Find out more
PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.65B
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
+$184M
2
+$143M
3
+$46.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$38M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$36.7M

Top Sells

1
+$118M
2
+$59M
3
+$22.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.56M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$9.42M

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
951
– –
-2,449
952
– –
-1,277
953
– –
-1,234
954
– –
-2,311
955
– –
-903
956
– –
-201
957
– –
-8,209
958
– –
-4,483
959
– –
-2,792
960
– –
-20,828
961
– –
-5,432
962
– –
-2,778
963
– –
-6,016
964
– –
-4,425
965
– –
-29,218
966
– –
-10,535
967
– –
-367
968
– –
-12,313
969
– –
-21,000
970
– –
-6,103
971
– –
-10,123
972
– –
-706
973
– –
-139,074
974
– –
-18,948
975
– –
-1,804
36 37 38
39
40