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
201
$1.36M 0.06%
21,266
-30
202
$1.34M 0.05%
9,603
-27,937
203
$1.32M 0.05%
40,462
+943
204
$1.3M 0.05%
103,031
-19,678
205
$1.3M 0.05%
15,780
-136
206
$1.26M 0.05%
12,431
-36,896
207
$1.25M 0.05%
+17,777
208
$1.25M 0.05%
5,249
-1,553
209
$1.25M 0.05%
26,140
+15,569
210
$1.24M 0.05%
13,346
+2,406
211
$1.23M 0.05%
+2,261
212
$1.22M 0.05%
8,705
-7,380
213
$1.21M 0.05%
17,284
-4,703
214
$1.2M 0.05%
5,705
-12,979
215
$1.2M 0.05%
19,932
-19,533
216
$1.2M 0.05%
+18,563
217
$1.19M 0.05%
15,805
-13,907
218
$1.19M 0.05%
4,833
+1,398
219
$1.19M 0.05%
+17,493
220
$1.19M 0.05%
27,727
-28,411
221
$1.17M 0.05%
+19,256
222
$1.17M 0.05%
+17,282
223
$1.17M 0.05%
72,964
-67,309
224
$1.15M 0.05%
17,415
-40,369
225
$1.14M 0.05%
10,915
-3,191
7 8
9
10 11