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
551
$789K 0.01%
422
+50
552
$789K 0.01%
9,823
+2,071
553
$787K 0.01%
5,835
-316
554
$783K 0.01%
64,257
+16,194
555
$782K 0.01%
6,251
+1,564
556
$762K 0.01%
8,622
+3,169
557
$760K 0.01%
25,079
+1,178
558
$757K 0.01%
5,851
+155
559
$754K 0.01%
13,788
+3,464
560
$754K 0.01%
6,922
+1,406
561
$752K 0.01%
4,149
+189
562
$747K 0.01%
74,490
+28,292
563
$745K 0.01%
9,818
+1,661
564
$742K 0.01%
1,859
+251
565
$734K 0.01%
1,516
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566
$728K 0.01%
6,462
+456
567
$725K 0.01%
5,734
+1,530
568
$725K 0.01%
17,336
+2,338
569
$721K 0.01%
3,361
+525
570
$717K 0.01%
+13,572
571
$715K 0.01%
21,523
+8,573
572
$711K 0.01%
29,009
+288
573
$706K 0.01%
15,005
+2,517
574
$706K 0.01%
5,572
+861
575
$706K 0.01%
3,737
-1,511
21 22
23
24 25