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
76
$19.7M 0.27%
40,839
-11,979
77
$19.6M 0.27%
413,992
+64,006
78
$19.3M 0.27%
604,206
-8,924
79
$18.9M 0.26%
286,585
+46,753
80
$18.7M 0.26%
75,543
-9,859
81
$18.4M 0.26%
201,539
+15,647
82
$18.4M 0.26%
89,695
-11,336
83
$18.4M 0.26%
181,301
+1,709
84
$18.2M 0.25%
183,451
-330
85
$18.2M 0.25%
60,536
-2,449
86
$18.1M 0.25%
64,167
+8,253
87
$18.1M 0.25%
1,262,934
+90,078
88
$17.7M 0.25%
188,147
-4,995
89
$16.1M 0.22%
169,158
+3,887
90
$15.8M 0.22%
295,922
+231,752
91
$15.5M 0.22%
142,336
+15,173
92
$15.4M 0.21%
54,038
+8,311
93
$15.2M 0.21%
36,925
-3,089
94
$15.1M 0.21%
140,988
-7,509
95
$15M 0.21%
178,700
+132,665
96
$14.7M 0.21%
582,077
+104,065
97
$13.8M 0.19%
267,326
-17,849
98
$13.8M 0.19%
60,390
+6,830
99
$13.7M 0.19%
179,206
-78,014
100
$13.6M 0.19%
39,281
-5,895
2 3
4
5 6