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
426
$1.47M 0.02%
+4,650
427
$1.47M 0.02%
18,373
-5,092
428
$1.46M 0.02%
12,209
+8,701
429
$1.44M 0.02%
7,303
+998
430
$1.44M 0.02%
33,858
+4,080
431
$1.44M 0.02%
9,837
-1,309
432
$1.43M 0.02%
375
+301
433
$1.42M 0.02%
7,751
-4,864
434
$1.42M 0.02%
4,820
+197
435
$1.41M 0.02%
+17,042
436
$1.4M 0.02%
14,799
+326
437
$1.4M 0.02%
24,290
+5,693
438
$1.39M 0.02%
8,657
+5,999
439
$1.39M 0.02%
11,837
+642
440
$1.37M 0.02%
44,458
-130
441
$1.37M 0.02%
26,528
+3,902
442
$1.36M 0.02%
33,508
+4,480
443
$1.36M 0.02%
20,776
+1,766
444
$1.35M 0.02%
8,567
+2,679
445
$1.35M 0.02%
10,388
-553
446
$1.33M 0.02%
18,941
+2,271
447
$1.32M 0.02%
18,520
+2,710
448
$1.3M 0.02%
5,959
-467
449
$1.3M 0.02%
12,851
+2,891
450
$1.29M 0.02%
90,294
+1,706
16 17
18
19 20