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
201
$4.91M 0.07%
9,366
+2,181
202
$4.91M 0.07%
85,296
203
$4.89M 0.07%
5,868
-90
204
$4.89M 0.07%
17,919
-1,155
205
$4.85M 0.07%
96,596
+15,821
206
$4.83M 0.07%
22,638
+1,328
207
$4.79M 0.07%
91,570
+3,135
208
$4.72M 0.07%
73,918
-118,219
209
$4.69M 0.07%
29,070
-14,163
210
$4.67M 0.07%
3,788
+1,290
211
$4.65M 0.06%
18,240
-22,623
212
$4.64M 0.06%
45,737
+1,725
213
$4.45M 0.06%
34,991
+2,829
214
$4.43M 0.06%
17,720
-336
215
$4.41M 0.06%
22,281
-324
216
$4.38M 0.06%
38,142
-717
217
$4.36M 0.06%
16,260
-547
218
$4.32M 0.06%
170,332
+153,116
219
$4.26M 0.06%
718,761
-34,872
220
$4.25M 0.06%
23,754
+10,490
221
$4.16M 0.06%
38,455
+865
222
$4.16M 0.06%
18,204
+197
223
$4.01M 0.06%
24,812
+69
224
$3.99M 0.06%
70,834
+758
225
$3.98M 0.06%
43,406
+4,763
7 8
9
10 11