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
301
$2.96M 0.03%
14,452
+1,542
302
$2.94M 0.03%
3,604
+1,001
303
$2.93M 0.03%
34,217
+2,936
304
$2.92M 0.03%
18,899
+1,363
305
$2.84M 0.03%
25,378
+3,201
306
$2.83M 0.03%
45,059
+4,575
307
$2.83M 0.03%
43,809
+14,297
308
$2.82M 0.03%
+142,302
309
$2.8M 0.03%
98,107
+82,321
310
$2.78M 0.03%
55,142
+8,215
311
$2.76M 0.03%
272,331
+76,065
312
$2.76M 0.03%
+101,088
313
$2.7M 0.03%
7,821
+671
314
$2.69M 0.03%
27,911
+795
315
$2.68M 0.03%
80,138
-214,023
316
$2.64M 0.03%
92,688
+25,759
317
$2.6M 0.03%
95,065
+59,892
318
$2.59M 0.03%
20,282
+2,806
319
$2.58M 0.03%
22,782
+411
320
$2.57M 0.03%
28,209
+1,221
321
$2.57M 0.03%
73,534
+10,055
322
$2.55M 0.03%
20,507
+6,843
323
$2.5M 0.03%
21,975
-71
324
$2.5M 0.03%
4,683
+266
325
$2.5M 0.03%
13,266
+2,074
11 12
13
14 15