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
601
$639K 0.01%
29,421
+9,016
602
$639K 0.01%
5,106
+65
603
$639K 0.01%
8,402
+2,576
604
$637K 0.01%
13,411
-65
605
$636K 0.01%
22,012
+1,168
606
$635K 0.01%
5,135
+1,450
607
$634K 0.01%
15,410
+4,965
608
$623K 0.01%
2,438
+520
609
$622K 0.01%
19,921
+2,369
610
$620K 0.01%
1,127
+500
611
$619K 0.01%
9,702
+1,488
612
$619K 0.01%
+10,611
613
$617K 0.01%
7,358
+2,612
614
$614K 0.01%
14,554
+1,344
615
$614K 0.01%
3,060
+11
616
$612K 0.01%
8,157
+478
617
$610K 0.01%
27,543
+15,813
618
$610K 0.01%
2,938
+222
619
$610K 0.01%
+9,201
620
$609K 0.01%
+4,726
621
$607K 0.01%
26,077
-1,929
622
$601K 0.01%
31,285
+18,950
623
$601K 0.01%
6,508
-17
624
$599K 0.01%
+9,333
625
$597K 0.01%
11,196
+154
23 24
25
26 27