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
501
$988K 0.01%
32,824
+8,297
502
$985K 0.01%
17,871
+277
503
$983K 0.01%
17,058
-359,870
504
$981K 0.01%
19,883
+1,478
505
$979K 0.01%
4,767
+760
506
$976K 0.01%
4,715
+401
507
$975K 0.01%
25,746
-111,450
508
$972K 0.01%
15,327
+1,406
509
$971K 0.01%
8,460
+3,545
510
$966K 0.01%
+22,847
511
$962K 0.01%
6,716
+775
512
$961K 0.01%
9,223
+1,898
513
$959K 0.01%
3,664
+965
514
$951K 0.01%
15,114
+3,675
515
$944K 0.01%
35,229
+1,606
516
$928K 0.01%
7,963
+1,282
517
$928K 0.01%
10,782
+1,603
518
$926K 0.01%
7,882
+4,957
519
$925K 0.01%
3,446
+76
520
$923K 0.01%
18,224
-553
521
$918K 0.01%
7,577
+5,462
522
$917K 0.01%
13,488
+6,943
523
$908K 0.01%
3,034
-459
524
$903K 0.01%
4,314
-285
525
$901K 0.01%
+16,679
19 20
21
22 23