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
276
$3.58M 0.04%
38,849
+3,305
277
$3.54M 0.04%
164,539
+152,995
278
$3.52M 0.04%
139,988
+54,686
279
$3.52M 0.04%
167,886
+54,416
280
$3.49M 0.04%
54,469
+41,452
281
$3.48M 0.04%
58,767
-3,413
282
$3.48M 0.04%
30,090
+25,480
283
$3.47M 0.04%
14,249
+3,026
284
$3.47M 0.04%
7,002
+1,593
285
$3.34M 0.04%
13,277
+2,488
286
$3.32M 0.04%
111,665
-43,374
287
$3.32M 0.04%
27,184
-1,712
288
$3.31M 0.04%
24,174
+4,227
289
$3.29M 0.04%
+53,703
290
$3.25M 0.04%
13,937
-2,419
291
$3.23M 0.04%
133,462
+56,095
292
$3.17M 0.04%
28,855
+15,205
293
$3.16M 0.04%
77,648
+61,991
294
$3.13M 0.04%
12,603
+1,399
295
$3.09M 0.04%
37,882
+8,680
296
$3.08M 0.04%
24,957
+1,257
297
$3.02M 0.04%
50,279
+17,198
298
$3.01M 0.04%
5,882
-10
299
$2.98M 0.03%
79,055
+67,796
300
$2.97M 0.03%
13,040
-286
10 11
12
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