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
251
$4.15M 0.05%
163,748
+37,998
252
$4.13M 0.05%
178,459
+134,003
253
$4.09M 0.05%
25,789
+9,312
254
$4.07M 0.05%
23,494
+1,325
255
$4.06M 0.05%
65,601
+1,041
256
$4.03M 0.05%
51,088
+42,794
257
$3.98M 0.05%
66,939
+33,215
258
$3.94M 0.05%
21,935
+4,116
259
$3.93M 0.05%
5,932
+608
260
$3.91M 0.05%
28,797
-391
261
$3.9M 0.05%
78,337
+31,989
262
$3.88M 0.05%
111,050
-10,046
263
$3.85M 0.04%
+130,075
264
$3.84M 0.04%
19,060
+1,023
265
$3.83M 0.04%
60,768
-4,025
266
$3.83M 0.04%
130,867
-1,823
267
$3.78M 0.04%
18,780
-1,364
268
$3.72M 0.04%
47,978
+12,823
269
$3.71M 0.04%
13,604
+1,606
270
$3.71M 0.04%
+150,209
271
$3.7M 0.04%
98,999
+11,324
272
$3.7M 0.04%
38,360
+3,959
273
$3.67M 0.04%
19,017
+15,153
274
$3.67M 0.04%
11,553
-24
275
$3.61M 0.04%
13,543
-3,463
9 10
11
12 13