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
151
$7.4M 0.11%
154,894
-5,158
152
$7.38M 0.11%
43,233
+17,632
153
$7.37M 0.11%
173,134
+25,877
154
$7.33M 0.11%
253,050
+12,329
155
$7.32M 0.11%
53,909
+15,019
156
$7.31M 0.11%
38,264
+1,606
157
$7.31M 0.11%
157,571
+45,554
158
$7.22M 0.11%
11,545
+6,478
159
$7.21M 0.11%
197,593
-8,117
160
$7.12M 0.11%
+167,124
161
$7.08M 0.11%
127,795
+18,950
162
$7.05M 0.11%
128,610
-6,842
163
$7.04M 0.11%
23,513
+11,544
164
$6.89M 0.1%
107,348
+2,849
165
$6.83M 0.1%
47,210
+24,514
166
$6.68M 0.1%
97,042
+3,984
167
$6.67M 0.1%
112,312
+181
168
$6.65M 0.1%
59,541
+3,596
169
$6.59M 0.1%
12,897
+359
170
$6.55M 0.1%
158,210
-1,467
171
$6.47M 0.1%
105,126
+69,232
172
$6.44M 0.1%
41,593
+1,077
173
$6.42M 0.1%
36,642
+244
174
$6.16M 0.09%
213,901
+60,547
175
$6.14M 0.09%
87,386
+48,606
5 6
7
8 9