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
351
$2.13M 0.02%
8,010
+897
352
$2.11M 0.02%
31,155
+8,377
353
$2.11M 0.02%
25,361
+13,623
354
$2.09M 0.02%
4,493
+924
355
$2.09M 0.02%
+41,098
356
$2.08M 0.02%
19,802
-51
357
$2.07M 0.02%
25,364
+9,541
358
$2.07M 0.02%
22,293
+637
359
$2.05M 0.02%
27,063
+785
360
$2.05M 0.02%
76,082
+58,217
361
$2.02M 0.02%
75,618
-4,962
362
$2.01M 0.02%
54,511
+6,413
363
$2.01M 0.02%
79,184
+1,374
364
$2M 0.02%
16,732
+949
365
$2M 0.02%
50,746
+39,752
366
$1.99M 0.02%
6,481
+2,579
367
$1.99M 0.02%
19,148
+268
368
$1.98M 0.02%
8,101
+5,549
369
$1.98M 0.02%
26,970
+10,424
370
$1.95M 0.02%
27,454
+7,020
371
$1.95M 0.02%
23,826
+14,992
372
$1.94M 0.02%
39,552
-805
373
$1.93M 0.02%
34,792
+30,761
374
$1.93M 0.02%
6,810
+905
375
$1.91M 0.02%
3,750
+241
13 14
15
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