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
151
$8.09M 0.11%
16,896
+173
152
$7.76M 0.11%
162,884
+7,990
153
$7.71M 0.11%
39,967
-39,947
154
$7.39M 0.1%
112,305
-7
155
$7.28M 0.1%
100,689
+3,647
156
$7.26M 0.1%
37,220
+578
157
$7.25M 0.1%
11,149
-396
158
$7.22M 0.1%
190,306
-74,721
159
$7.12M 0.1%
38,102
+18,516
160
$7.03M 0.1%
121,374
-7,236
161
$7.02M 0.1%
58,016
-1,525
162
$6.92M 0.1%
11,898
-6,599
163
$6.77M 0.09%
36,154
-841
164
$6.77M 0.09%
89,636
+16,130
165
$6.69M 0.09%
186,398
-11,195
166
$6.65M 0.09%
41,163
-430
167
$6.64M 0.09%
41,561
+4,123
168
$6.64M 0.09%
118,291
+57,247
169
$6.57M 0.09%
418,968
-166,064
170
$6.43M 0.09%
69,067
-725
171
$6.42M 0.09%
231,365
+17,464
172
$6.42M 0.09%
127,231
-51,795
173
$6.4M 0.09%
25,363
-527
174
$6.37M 0.09%
79,851
-37,889
175
$6.34M 0.09%
25,771
+3,141
5 6
7
8 9