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
126
$9.54M 0.14%
123,269
+108,416
127
$9.45M 0.14%
208,573
-3,699
128
$9.43M 0.14%
171,319
+18,021
129
$9.37M 0.14%
+253,280
130
$9.3M 0.14%
117,740
+48,709
131
$9.25M 0.14%
78,931
-49,951
132
$9.18M 0.14%
494,697
-6,513
133
$9.09M 0.14%
40,863
+7,517
134
$9.05M 0.14%
295,723
-3,520
135
$8.99M 0.14%
179,026
-55,356
136
$8.94M 0.13%
154,311
+7,796
137
$8.92M 0.13%
265,027
+115,982
138
$8.73M 0.13%
37,478
+16,775
139
$8.59M 0.13%
135,660
+3,750
140
$8.41M 0.13%
52,458
+23,489
141
$8.41M 0.13%
56,685
+50,798
142
$8.4M 0.13%
172,590
-21,270
143
$8.38M 0.13%
28,341
+2,889
144
$8.11M 0.12%
34,847
+3,093
145
$8.09M 0.12%
73,491
+2,152
146
$7.89M 0.12%
30,913
+25,006
147
$7.83M 0.12%
200,700
+10,955
148
$7.83M 0.12%
16,723
-427
149
$7.7M 0.12%
+63,203
150
$7.5M 0.11%
45,850
+11,494
4 5
6
7 8