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
101
$13.6M 0.19%
77,380
+1,873
102
$13.5M 0.19%
857,029
+54,730
103
$12.9M 0.18%
61,953
+3,156
104
$12.8M 0.18%
61,990
-19,120
105
$12.7M 0.18%
140,266
-1,828
106
$12.7M 0.18%
137,631
-18,763
107
$12.7M 0.18%
27,857
-12,040
108
$12.3M 0.17%
300,517
+47,237
109
$11.8M 0.17%
140,186
-49,205
110
$11.6M 0.16%
34,416
+16,163
111
$11.6M 0.16%
243,131
-12,015
112
$11.6M 0.16%
231,309
+161,473
113
$11.5M 0.16%
87,673
-33,152
114
$11.3M 0.16%
343,658
-13,557
115
$11.2M 0.16%
356,129
+103,079
116
$11M 0.15%
181,810
+9,220
117
$10.9M 0.15%
85,111
-23,515
118
$10.7M 0.15%
141,810
+6,150
119
$10.6M 0.15%
173,753
-91,309
120
$10.6M 0.15%
296,301
+191,519
121
$10.6M 0.15%
210,902
+2,329
122
$10.5M 0.15%
160,086
-309
123
$10.4M 0.14%
28,329
-12
124
$10.3M 0.14%
98,122
-1,841
125
$10.2M 0.14%
34,904
+2,698
3 4
5
6 7