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
201
$4.92M 0.07%
24,743
+793
202
$4.92M 0.07%
151,854
+9,432
203
$4.87M 0.07%
15,626
+1,170
204
$4.84M 0.07%
5,958
+3,713
205
$4.63M 0.07%
+91,468
206
$4.62M 0.07%
38,815
+31,124
207
$4.55M 0.07%
22,679
+2,990
208
$4.53M 0.07%
40,254
-982
209
$4.4M 0.07%
16,807
+3,433
210
$4.39M 0.07%
19,530
+15,215
211
$4.38M 0.07%
29,329
+5,893
212
$4.37M 0.07%
44,860
+8,773
213
$4.34M 0.07%
26,387
+14,414
214
$4.27M 0.06%
753,633
-51,220
215
$4.18M 0.06%
18,056
+755
216
$4.17M 0.06%
+164,850
217
$4.13M 0.06%
44,012
+19,539
218
$4.01M 0.06%
32,062
-16,902
219
$4M 0.06%
+79,267
220
$3.95M 0.06%
15,046
+7,324
221
$3.9M 0.06%
30,828
-20,244
222
$3.89M 0.06%
22,605
+2,092
223
$3.87M 0.06%
80,775
+14,413
224
$3.87M 0.06%
67,160
+63,191
225
$3.85M 0.06%
23,321
+19,834
7 8
9
10 11