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
1001
– –
-12,175
1002
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-552
1003
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-3,770
1004
– –
-3,014
1005
– –
-10,316
1006
– –
-4,282
1007
– –
-16,566
1008
– –
-5,062
1009
– –
-10,693
1010
– –
-4,215
1011
– –
-2,325
1012
– –
-16,362
1013
– –
-3,772
1014
– –
-7,582
1015
– –
-1,891
1016
– –
-2,498
1017
– –
-8,694
1018
– –
-10,851
1019
– –
-2,989
1020
– –
-2,206
1021
– –
-13,652
1022
– –
-14,519
1023
– –
-4,040
1024
– –
-7,860
1025
– –
-401
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