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
326
$2.48M 0.03%
50,644
+40,167
327
$2.45M 0.03%
41,026
+28,814
328
$2.45M 0.03%
8,113
-1,136
329
$2.45M 0.03%
33,772
+7,132
330
$2.44M 0.03%
40,078
+7,481
331
$2.44M 0.03%
21,939
+4,624
332
$2.42M 0.03%
11,770
+809
333
$2.42M 0.03%
100,035
+43,199
334
$2.41M 0.03%
+134,854
335
$2.37M 0.03%
47,817
+23,497
336
$2.34M 0.03%
37,938
+4,669
337
$2.33M 0.03%
15,881
+267
338
$2.29M 0.03%
14,287
+1,540
339
$2.29M 0.03%
9,660
+393
340
$2.28M 0.03%
64,096
+21,793
341
$2.27M 0.03%
76,547
-16,598
342
$2.26M 0.03%
40,691
+27,357
343
$2.25M 0.03%
15,282
+5,855
344
$2.25M 0.03%
11,160
+7,642
345
$2.25M 0.03%
36,383
+5,503
346
$2.2M 0.03%
37,566
+7,003
347
$2.2M 0.03%
36,866
+5,257
348
$2.2M 0.03%
7,026
+1,062
349
$2.18M 0.03%
19,559
+1,144
350
$2.18M 0.03%
43,360
-11,517
12 13
14
15 16