PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
1-Year Return
15.52%
This Quarter Return
-13.36%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$273M
AUM Growth
-$41.4M
(-13%)
Cap. Flow
+$4.2M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
454
New
200
Increased
73
Reduced
66
Closed
100
Top Buys
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$12.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.8M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$5.44M |
| 4 |
Amazon
AMZN
|
+$5.08M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$4.25M |
Top Sells
| 1 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$7.05M |
| 2 |
SPDR Gold Trust
GLD
|
+$6.66M |
| 3 |
AGGE
IQ Enhanced Core Bond U.S. ETF
AGGE
|
+$3.94M |
| 4 |
Deere & Co
DE
|
+$3.79M |
| 5 |
RTN
Raytheon Company
RTN
|
+$3.76M |
Sector Composition
| 1 | Technology | 9.51% |
| 2 | Consumer Discretionary | 8.39% |
| 3 | Industrials | 6.2% |
| 4 | Healthcare | 4.27% |
| 5 | Financials | 4.03% |