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
376
$1.9M 0.02%
30,003
+2,768
377
$1.89M 0.02%
20,166
+217
378
$1.88M 0.02%
65,901
+25,492
379
$1.86M 0.02%
+60,450
380
$1.86M 0.02%
4,436
+857
381
$1.86M 0.02%
14,206
+3,009
382
$1.85M 0.02%
23,684
+4,503
383
$1.84M 0.02%
62,670
-5
384
$1.83M 0.02%
24,844
+9,030
385
$1.81M 0.02%
6,840
-853
386
$1.81M 0.02%
3,731
+750
387
$1.79M 0.02%
13,569
-3,673
388
$1.77M 0.02%
15,228
+3,383
389
$1.77M 0.02%
5,055
+467
390
$1.75M 0.02%
14,547
+11,698
391
$1.74M 0.02%
37,134
+20,712
392
$1.72M 0.02%
70,707
+3,270
393
$1.7M 0.02%
4,049
+146
394
$1.7M 0.02%
23,099
+3,028
395
$1.68M 0.02%
17,581
+1,526
396
$1.67M 0.02%
37,048
+1,862
397
$1.67M 0.02%
7,312
+419
398
$1.65M 0.02%
3,847
+592
399
$1.62M 0.02%
32,099
+219
400
$1.62M 0.02%
2,581
+997
14 15
16
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