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
476
$1.13M 0.01%
14,214
+10,741
477
$1.12M 0.01%
36,165
-2,782
478
$1.12M 0.01%
4,413
+1,048
479
$1.12M 0.01%
+13,689
480
$1.11M 0.01%
11,129
+113
481
$1.1M 0.01%
32,261
+4,577
482
$1.09M 0.01%
3,239
+796
483
$1.09M 0.01%
9,627
+1,636
484
$1.08M 0.01%
+12,261
485
$1.07M 0.01%
12,986
-4,957
486
$1.07M 0.01%
16,423
+3,549
487
$1.07M 0.01%
6,958
+2,945
488
$1.06M 0.01%
19,972
+1,530
489
$1.06M 0.01%
100,691
+28,430
490
$1.06M 0.01%
106,083
+1,967
491
$1.05M 0.01%
33,755
+8,391
492
$1.04M 0.01%
24,977
-271
493
$1.03M 0.01%
19,667
+451
494
$1.03M 0.01%
4,750
+945
495
$1.02M 0.01%
15,016
+3,770
496
$1.01M 0.01%
+33,885
497
$1.01M 0.01%
4,771
+3,754
498
$1M 0.01%
9,966
+6,578
499
$990K 0.01%
12,854
+9,904
500
$988K 0.01%
28,793
-11
18 19
20
21 22