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
176
$6.05M 0.09%
58,143
+34,851
177
$6.03M 0.09%
23,229
+16,821
178
$5.96M 0.09%
69,792
-220
179
$5.94M 0.09%
24,669
+10,847
180
$5.84M 0.09%
25,890
+21,164
181
$5.83M 0.09%
71,941
+39,558
182
$5.8M 0.09%
36,995
+2,994
183
$5.74M 0.09%
193,467
+118,030
184
$5.58M 0.08%
121,194
+474
185
$5.57M 0.08%
159,545
-412
186
$5.56M 0.08%
22,630
+4,846
187
$5.54M 0.08%
69,498
+48,682
188
$5.53M 0.08%
18,253
+5,456
189
$5.46M 0.08%
104,989
-19,711
190
$5.32M 0.08%
105,219
+25,394
191
$5.27M 0.08%
19,074
+2,411
192
$5.16M 0.08%
60,456
+68
193
$5.13M 0.08%
86,256
+12,664
194
$5.12M 0.08%
127,200
+27,930
195
$5.1M 0.08%
135,295
+34,477
196
$5.06M 0.08%
99,249
+620
197
$4.99M 0.08%
73,506
-217
198
$4.97M 0.08%
37,438
+4,374
199
$4.94M 0.07%
85,296
-49,524
200
$4.93M 0.07%
194,166
+37,848
6 7
8
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