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
1026
– –
-2,750
1027
– –
-11,301
1028
– –
-2,409
1029
– –
-30,915
1030
– –
-5,000
1031
– –
-4,886
1032
– –
-3,260
1033
– –
-6,438
1034
– –
-12,975
1035
– –
-11,105
1036
– –
-27,290
1037
– –
-14,066
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