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
401
$1.61M 0.02%
16,018
-191
402
$1.6M 0.02%
10,806
-1,532
403
$1.6M 0.02%
38,680
+13,016
404
$1.6M 0.02%
70,449
+30,693
405
$1.6M 0.02%
48,156
-582
406
$1.57M 0.02%
7,234
+1,999
407
$1.57M 0.02%
14,041
+1,786
408
$1.57M 0.02%
79,997
+976
409
$1.56M 0.02%
802
+437
410
$1.55M 0.02%
17,463
+5,227
411
$1.55M 0.02%
4,611
+283
412
$1.55M 0.02%
25,786
-590
413
$1.55M 0.02%
45,187
+16,647
414
$1.54M 0.02%
25,510
+3,433
415
$1.54M 0.02%
+29,711
416
$1.54M 0.02%
62,408
-11
417
$1.52M 0.02%
6,156
-775
418
$1.52M 0.02%
19,487
+3,105
419
$1.52M 0.02%
13,457
+439
420
$1.52M 0.02%
5,600
+404
421
$1.52M 0.02%
14,520
+425
422
$1.51M 0.02%
6,254
+457
423
$1.51M 0.02%
44,152
+21,711
424
$1.5M 0.02%
2,544
+180
425
$1.5M 0.02%
20,846
+16,641
15 16
17
18 19