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
176
$1.81M 0.07%
9,719
-738
177
$1.78M 0.07%
+7,873
178
$1.75M 0.07%
15,270
+13,492
179
$1.74M 0.07%
26,377
-1,204
180
$1.71M 0.07%
+4,117
181
$1.68M 0.07%
14,275
-31,619
182
$1.68M 0.07%
24,466
-22,824
183
$1.67M 0.07%
55,817
+9,457
184
$1.66M 0.07%
15,147
-366
185
$1.66M 0.07%
18,872
+2,296
186
$1.65M 0.07%
8,474
+6,953
187
$1.64M 0.07%
19,782
-3,528
188
$1.61M 0.07%
12,686
-26,831
189
$1.61M 0.07%
+26,653
190
$1.59M 0.07%
16,449
-18,502
191
$1.56M 0.06%
4,384
-3,611
192
$1.52M 0.06%
24,046
+6,439
193
$1.52M 0.06%
64,857
-2,173
194
$1.5M 0.06%
10,092
-942
195
$1.47M 0.06%
9,511
-175
196
$1.45M 0.06%
28,322
-42,617
197
$1.45M 0.06%
19,083
-4,652
198
$1.44M 0.06%
6,989
-5,891
199
$1.44M 0.06%
20,687
+15,590
200
$1.4M 0.06%
8,432
+6,299
6 7
8
9 10