PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$45.5M
2
+$23.1M
3
+$21.1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16M
5
BND icon
Vanguard Total Bond Market
BND
+$15.7M

Top Sells

1
+$20.4M
2
+$18.2M
3
+$16.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$14.4M
5
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$12.7M

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
976
$43.2K ﹤0.01%
13,882
-2,800
977
$41.9K ﹤0.01%
28,114
+348
978
$40.2K ﹤0.01%
13,389
+821
979
$39.1K ﹤0.01%
+1,425
980
$37.5K ﹤0.01%
+15,127
981
$37K ﹤0.01%
+18,057
982
$32.7K ﹤0.01%
10,005
-83
983
$30K ﹤0.01%
16,235
984
$29.8K ﹤0.01%
1,200
985
$29.5K ﹤0.01%
638
-120
986
$23.8K ﹤0.01%
513
-38
987
$23.3K ﹤0.01%
786
+17
988
$22.3K ﹤0.01%
2,702
+640
989
$20K ﹤0.01%
10,850
+78
990
$10.2K ﹤0.01%
+10,000
991
$7.18K ﹤0.01%
+11,476
992
$5.7K ﹤0.01%
39,088
+21,866
993
– –
-1,891
994
– –
-2,498
995
– –
-8,694
996
– –
-10,851
997
– –
-2,989
998
– –
-2,206
999
– –
-13,652
1000
– –
-14,519
38 39
40
41 42