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
126
$9.87M 0.14%
66,807
-142,387
127
$9.69M 0.14%
476,316
-18,381
128
$9.61M 0.13%
98,940
-71,450
129
$9.54M 0.13%
38,176
+3,329
130
$9.45M 0.13%
156,696
+2,385
131
$9.38M 0.13%
154,463
+26,668
132
$9.37M 0.13%
68,905
+10,762
133
$9.37M 0.13%
76,050
-2,881
134
$9.25M 0.13%
159,903
-11,416
135
$9.07M 0.13%
294,253
-1,470
136
$9.05M 0.13%
53,429
+6,219
137
$8.97M 0.13%
11,767
-4,640
138
$8.92M 0.12%
46,689
+839
139
$8.91M 0.12%
410,341
+394,016
140
$8.88M 0.12%
78,164
+4,673
141
$8.78M 0.12%
45,750
-8,536
142
$8.73M 0.12%
34,967
-2,511
143
$8.63M 0.12%
183,570
+10,436
144
$8.6M 0.12%
293,649
+100,182
145
$8.55M 0.12%
68,030
-41,240
146
$8.45M 0.12%
70,607
+7,404
147
$8.42M 0.12%
200,504
-196
148
$8.42M 0.12%
26,936
+2,267
149
$8.29M 0.12%
39,438
+16,759
150
$8.1M 0.11%
22,630
-883
4 5
6
7 8