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
626
$590K 0.01%
9,719
+2,800
627
$589K 0.01%
4,612
+139
628
$588K 0.01%
1,907
+477
629
$588K 0.01%
10,818
+6,735
630
$585K 0.01%
7,210
+1,586
631
$579K 0.01%
12,568
+786
632
$578K 0.01%
20,826
+2,343
633
$575K 0.01%
9,817
+2,511
634
$574K 0.01%
3,562
+608
635
$573K 0.01%
5,885
+1,561
636
$573K 0.01%
5,552
+632
637
$569K 0.01%
62,088
-5
638
$568K 0.01%
9,142
+430
639
$558K 0.01%
8,620
+258
640
$550K 0.01%
27,673
+2,660
641
$550K 0.01%
+11,869
642
$548K 0.01%
8,515
+3,974
643
$547K 0.01%
15,097
+839
644
$546K 0.01%
2,065
+356
645
$546K 0.01%
17,688
+8,246
646
$540K 0.01%
4,119
+171
647
$538K 0.01%
2,945
+1,015
648
$536K 0.01%
5,922
+1,056
649
$533K 0.01%
+21,302
650
$533K 0.01%
919
+175
24 25
26
27 28