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
576
$703K 0.01%
11,375
577
$701K 0.01%
7,157
+4,294
578
$695K 0.01%
1,095
+596
579
$683K 0.01%
5,225
+1,809
580
$683K 0.01%
3,965
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581
$679K 0.01%
8,049
+1,661
582
$679K 0.01%
71,133
+4,091
583
$679K 0.01%
14,822
+7,661
584
$678K 0.01%
3,928
+1,031
585
$674K 0.01%
3,898
+690
586
$673K 0.01%
22,671
+2,293
587
$673K 0.01%
15,191
+8,101
588
$670K 0.01%
6,558
+3,732
589
$670K 0.01%
1,173
+260
590
$670K 0.01%
7,656
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$670K 0.01%
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592
$664K 0.01%
6,954
+325
593
$663K 0.01%
8,061
+1,082
594
$663K 0.01%
5,937
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595
$659K 0.01%
25,169
+10,285
596
$658K 0.01%
5,953
+2,357
597
$658K 0.01%
5,174
-609
598
$652K 0.01%
12,435
+2,771
599
$650K 0.01%
3,917
+927
600
$646K 0.01%
1,484
+464
22 23
24
25 26