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
451
$1.29M 0.02%
42,062
+14,276
452
$1.29M 0.02%
97,695
+1,596
453
$1.29M 0.02%
43,967
+1,230
454
$1.29M 0.02%
3,921
+872
455
$1.29M 0.02%
60,745
+4,715
456
$1.28M 0.01%
2,745
+324
457
$1.27M 0.01%
22,638
+6,756
458
$1.24M 0.01%
79,890
-9,466
459
$1.24M 0.01%
6,928
+1,789
460
$1.23M 0.01%
3,790
-604
461
$1.23M 0.01%
13,714
+2,453
462
$1.21M 0.01%
1,805
+184
463
$1.21M 0.01%
19,592
+6,560
464
$1.19M 0.01%
17,636
+1,207
465
$1.19M 0.01%
4,138
+1,826
466
$1.17M 0.01%
8,200
+820
467
$1.16M 0.01%
4,759
+1,369
468
$1.16M 0.01%
2,546
+84
469
$1.15M 0.01%
4,144
+474
470
$1.15M 0.01%
+22,450
471
$1.14M 0.01%
1,881
+335
472
$1.14M 0.01%
14,522
+10,809
473
$1.13M 0.01%
12,451
+785
474
$1.13M 0.01%
6,642
-1,806
475
$1.13M 0.01%
19,484
+5,792
17 18
19
20 21