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
651
$533K 0.01%
10,683
+3,784
652
$533K 0.01%
17,512
+4,339
653
$531K 0.01%
4,442
+987
654
$530K 0.01%
24,508
+14,904
655
$529K 0.01%
11,494
+1,931
656
$525K 0.01%
5,783
-2,054
657
$522K 0.01%
1,193
+17
658
$518K 0.01%
5,145
+2,566
659
$517K 0.01%
21,891
+6,323
660
$516K 0.01%
+13,432
661
$514K 0.01%
1,120
+25
662
$513K 0.01%
18,067
+7,347
663
$509K 0.01%
3,112
-114
664
$505K 0.01%
1,178
+106
665
$505K 0.01%
3,819
+565
666
$503K 0.01%
3,920
+664
667
$502K 0.01%
2,842
+308
668
$499K 0.01%
+25,485
669
$497K 0.01%
2,907
+1,018
670
$496K 0.01%
5,092
+448
671
$490K 0.01%
10,126
+3,377
672
$490K 0.01%
10,638
+2,346
673
$489K 0.01%
19,279
+923
674
$488K 0.01%
10,163
+5,636
675
$488K 0.01%
14,607
+2,482
25 26
27
28 29