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
26
$80.5M 0.94%
1,008,304
+304,179
27
$77.9M 0.91%
2,972,884
+882,107
28
$69.6M 0.81%
2,780,742
+874,979
29
$68.6M 0.8%
83,007
+22,114
30
$67.2M 0.78%
637,399
+39,876
31
$65.2M 0.76%
832,842
+84,717
32
$63.5M 0.74%
839,827
+210,867
33
$62.3M 0.73%
709,393
+149,324
34
$61.8M 0.72%
1,265,818
+26,423
35
$57.8M 0.68%
2,150,883
+130,316
36
$56.6M 0.66%
98,210
+23,350
37
$53.7M 0.63%
320,984
+50,783
38
$53.5M 0.62%
936,022
+426,917
39
$53.4M 0.62%
737,224
-7,546
40
$53.3M 0.62%
56,353
+9,720
41
$52M 0.61%
141,850
+30,661
42
$51.1M 0.6%
208,395
+41,584
43
$50.8M 0.59%
427,395
+102,330
44
$49.8M 0.58%
95,143
+28,714
45
$49.5M 0.58%
319,888
+54,701
46
$49.2M 0.57%
140,379
+34,722
47
$46.4M 0.54%
928,205
+174,501
48
$46M 0.54%
294,703
+81,259
49
$43.4M 0.51%
828,976
+575,872
50
$41.5M 0.48%
1,563,008
+652,307
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