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
526
$900K 0.01%
+46,201
527
$894K 0.01%
14,680
+3,594
528
$889K 0.01%
+36,966
529
$888K 0.01%
18,662
+473
530
$886K 0.01%
2,563
+1,166
531
$883K 0.01%
16,493
+2,027
532
$881K 0.01%
+475
533
$877K 0.01%
26,107
-7,813
534
$875K 0.01%
6,616
+2,646
535
$870K 0.01%
19,953
-5,090
536
$870K 0.01%
1,280
+185
537
$861K 0.01%
11,919
+4,014
538
$860K 0.01%
6,242
+1,019
539
$859K 0.01%
6,515
+1,084
540
$855K 0.01%
12,406
+2,899
541
$854K 0.01%
972,346
+13,286
542
$845K 0.01%
7,781
+1,527
543
$837K 0.01%
46,360
-294
544
$829K 0.01%
73,770
-5,420
545
$828K 0.01%
9,527
-2,489
546
$812K 0.01%
+4,504
547
$812K 0.01%
3,193
+477
548
$809K 0.01%
6,770
+2,158
549
$804K 0.01%
+16,669
550
$803K 0.01%
+15,585
20 21
22
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