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
151
$2.33M 0.1%
5,675
-48,245
152
$2.32M 0.1%
66,298
+58,764
153
$2.31M 0.1%
29,036
+24,549
154
$2.29M 0.09%
7,006
+5,356
155
$2.24M 0.09%
140,310
-10,245
156
$2.23M 0.09%
13,017
+8,552
157
$2.21M 0.09%
67,562
-4,861
158
$2.18M 0.09%
39,787
-80,969
159
$2.16M 0.09%
14,059
-9,116
160
$2.15M 0.09%
27,474
+23,599
161
$2.12M 0.09%
20,723
+16,003
162
$2.07M 0.09%
465,955
+113,595
163
$2.04M 0.08%
34,407
+7,541
164
$2.03M 0.08%
8,136
-1,954
165
$2.01M 0.08%
8,229
-3,880
166
$1.99M 0.08%
9,379
+1,799
167
$1.93M 0.08%
19,366
-10,145
168
$1.93M 0.08%
38,470
+7,054
169
$1.9M 0.08%
22,290
-23,698
170
$1.89M 0.08%
98,076
-70,508
171
$1.87M 0.08%
76,000
-25,000
172
$1.86M 0.08%
18,753
-1,290
173
$1.84M 0.08%
+56,919
174
$1.84M 0.08%
+19,670
175
$1.83M 0.08%
48,369
-5,362
5 6
7
8 9