PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$30.3M
3
+$16.3M
4
NXTE icon
AXS Green Alpha ETF
NXTE
+$11.4M
5
UNH icon
UnitedHealth
UNH
+$7.78M

Top Sells

1
+$28.9M
2
+$24.3M
3
+$22.3M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$19.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$19.8M

Sector Composition

1 Technology 12.56%
2 Healthcare 6.08%
3 Industrials 5.31%
4 Consumer Discretionary 5.29%
5 Financials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.5M 0.18%
+86,116
102
$4.49M 0.18%
171,844
-34,147
103
$4.41M 0.18%
19,626
+5,071
104
$4.39M 0.18%
89,334
+38,388
105
$4.38M 0.18%
19,368
+17,904
106
$4.25M 0.17%
84,865
-24,305
107
$4.18M 0.17%
18,710
+12,063
108
$4.14M 0.17%
42,961
-367
109
$4.06M 0.17%
+29,193
110
$3.95M 0.16%
22,150
-12,348
111
$3.89M 0.16%
38,444
-28,202
112
$3.87M 0.16%
135,463
-13,850
113
$3.86M 0.16%
69,702
-1,412
114
$3.81M 0.16%
40,953
+22,991
115
$3.81M 0.16%
17,093
+4,882
116
$3.78M 0.16%
55,862
-199,506
117
$3.77M 0.16%
115,612
-157,968
118
$3.75M 0.15%
74,180
-112,349
119
$3.7M 0.15%
22,137
+18,231
120
$3.7M 0.15%
19,055
+3,088
121
$3.69M 0.15%
32,614
+17,220
122
$3.64M 0.15%
+12,761
123
$3.58M 0.15%
24,686
+13,404
124
$3.57M 0.15%
132,236
+120,650
125
$3.56M 0.15%
26,348
-134
3 4
5
6 7