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
$8.57B
AUM Growth
+$1.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$97.2M
3
+$87.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$58.5M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$55.1M

Top Sells

1
+$101M
2
+$20.7M
3
+$8.75M
4
HAWX icon
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
+$7.16M
5
AMGN icon
Amgen
AMGN
+$5.77M

Sector Composition

1 Technology 10.91%
2 Financials 4.55%
3 Consumer Discretionary 3.62%
4 Healthcare 3.58%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.81M 0.06%
20,623
+3,811
227
$4.79M 0.06%
9,433
+2,619
228
$4.73M 0.06%
83,998
+3,776
229
$4.7M 0.05%
43,036
+9,839
230
$4.69M 0.05%
665,170
+166,370
231
$4.66M 0.05%
93,131
+44,427
232
$4.65M 0.05%
42,453
+9,153
233
$4.63M 0.05%
44,090
+18,806
234
$4.6M 0.05%
50,047
+1,100
235
$4.57M 0.05%
31,338
+5,006
236
$4.55M 0.05%
89,779
+12,158
237
$4.54M 0.05%
109,037
+102,356
238
$4.53M 0.05%
65,221
+2,609
239
$4.53M 0.05%
72,735
-4,373
240
$4.49M 0.05%
20,229
+2,175
241
$4.41M 0.05%
109,564
+1,436
242
$4.41M 0.05%
73,992
+3,372
243
$4.39M 0.05%
28,703
+2,664
244
$4.38M 0.05%
257,045
-30,233
245
$4.32M 0.05%
38,000
+2,129
246
$4.26M 0.05%
64,832
+46,720
247
$4.26M 0.05%
94,075
+61,228
248
$4.26M 0.05%
59,274
+18,727
249
$4.24M 0.05%
18,940
+2,471
250
$4.24M 0.05%
283,952
+269,268
8 9
10
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