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
76
$18.1M 0.27%
183,781
-3,039
77
$18.1M 0.27%
39,897
+11,933
78
$18.1M 0.27%
424,636
+9,811
79
$17.9M 0.27%
613,130
+598,131
80
$17.8M 0.27%
185,892
+44,381
81
$17.8M 0.27%
738,027
+186,322
82
$17.4M 0.26%
192,865
+33,719
83
$17.1M 0.26%
179,592
-2,863
84
$17M 0.26%
339,923
-184,821
85
$16.7M 0.25%
349,986
+335,021
86
$16.6M 0.25%
55,914
+7,731
87
$16.6M 0.25%
62,985
-16,042
88
$16M 0.24%
40,014
-7,007
89
$16M 0.24%
148,497
-30,897
90
$15.9M 0.24%
45,176
+26,727
91
$15.8M 0.24%
120,825
+29,365
92
$15.7M 0.24%
165,271
+158,953
93
$15.6M 0.24%
265,062
+8,960
94
$15M 0.23%
1,172,856
+304,335
95
$15M 0.23%
239,832
+65,262
96
$14.7M 0.22%
156,394
+103,571
97
$14.4M 0.22%
285,175
+271,261
98
$14.2M 0.21%
189,391
+54,078
99
$14.1M 0.21%
127,163
+113,121
100
$13.4M 0.2%
257,273
+145,851
2 3
4
5 6