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
$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
126
$3.44M 0.14%
36,330
+32,490
127
$3.4M 0.14%
64,150
-126,740
128
$3.37M 0.14%
13,842
+11,399
129
$3.36M 0.14%
48,445
+32,194
130
$3.32M 0.14%
16,484
+8,372
131
$3.17M 0.13%
8,418
-4,366
132
$3.08M 0.13%
95,741
-133,872
133
$3.06M 0.13%
15,281
-1,449
134
$2.86M 0.12%
45,056
-2,857
135
$2.86M 0.12%
9,749
-18,600
136
$2.84M 0.12%
32,584
+16,053
137
$2.83M 0.12%
54,099
-4,887
138
$2.82M 0.12%
17,267
-774
139
$2.79M 0.11%
6,013
+2,315
140
$2.7M 0.11%
25,034
-12,294
141
$2.69M 0.11%
145,367
-24,240
142
$2.65M 0.11%
83,707
+1,654
143
$2.65M 0.11%
+12,173
144
$2.6M 0.11%
29,655
+18,192
145
$2.56M 0.11%
19,543
-2,724
146
$2.55M 0.1%
+18,121
147
$2.55M 0.1%
17,405
+13,892
148
$2.5M 0.1%
+944
149
$2.47M 0.1%
71,560
-92,470
150
$2.34M 0.1%
20,339
-34,509
4 5
6
7 8