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
1001
– –
-4,040
1002
– –
-7,860
1003
– –
-401
1004
– –
-2,722
1005
– –
-2,975
1006
– –
-10,405
1007
– –
-1,945
1008
– –
-1,716
1009
– –
-12,175
1010
– –
-552
1011
– –
-3,770
1012
– –
-3,014
1013
– –
-10,316
1014
– –
-4,282
1015
– –
-16,566
1016
– –
-5,062
1017
– –
-10,693
1018
– –
-4,215
1019
– –
-2,325
1020
– –
-16,362
1021
– –
-3,772
1022
– –
-7,582
1023
– –
-1,976
1024
– –
-5,100
1025
– –
-6,905
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