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
$6.63B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$152M
3
+$47.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$40.6M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$38.2M

Top Sells

1
+$123M
2
+$59M
3
+$23.7M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.3M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$9.29M

Sector Composition

1 Technology 10.62%
2 Healthcare 4.71%
3 Consumer Discretionary 4.29%
4 Financials 4.03%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.3M 0.2%
170,390
+80,150
102
$13.3M 0.2%
116,919
+73,566
103
$13.2M 0.2%
45,727
+6,885
104
$13.1M 0.2%
81,110
+9,262
105
$12.5M 0.19%
192,081
+7,382
106
$12.2M 0.18%
255,146
-72
107
$12M 0.18%
319,540
+28,841
108
$11.8M 0.18%
478,012
+13,617
109
$11.8M 0.18%
357,215
-4,186
110
$11.7M 0.18%
192,137
-36,610
111
$11.6M 0.17%
16,407
+8,416
112
$11.6M 0.17%
142,094
-6,056
113
$11.5M 0.17%
109,270
+52,313
114
$11.3M 0.17%
58,797
-5,997
115
$11.2M 0.17%
108,626
+93,307
116
$11.1M 0.17%
802,299
+671,927
117
$10.5M 0.16%
99,963
-30,415
118
$10.2M 0.15%
160,395
+11,048
119
$10.1M 0.15%
+585,032
120
$10M 0.15%
53,560
-9,412
121
$10M 0.15%
32,206
+802
122
$9.89M 0.15%
80,602
+9,906
123
$9.82M 0.15%
18,497
+5,364
124
$9.79M 0.15%
40,486
+19,872
125
$9.77M 0.15%
54,286
+47,127
3 4
5
6 7