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
676
$484K 0.01%
16,538
+6,113
677
$484K 0.01%
59,406
+764
678
$482K 0.01%
8,392
+119
679
$481K 0.01%
+8,480
680
$480K 0.01%
10,920
+2,745
681
$479K 0.01%
+9,310
682
$478K 0.01%
9,113
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683
$477K 0.01%
6,744
+1,957
684
$476K 0.01%
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685
$476K 0.01%
6,219
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686
$475K 0.01%
7,164
+3,894
687
$474K 0.01%
6,408
+31
688
$474K 0.01%
+9,722
689
$471K 0.01%
3,085
+1,108
690
$470K 0.01%
16,432
+263
691
$469K 0.01%
8,190
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692
$468K 0.01%
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693
$468K 0.01%
19,111
-565
694
$467K 0.01%
27,265
-769
695
$465K 0.01%
12,054
+5,274
696
$465K 0.01%
16,803
+3,880
697
$463K 0.01%
28,946
+7,483
698
$461K 0.01%
3,979
+1,781
699
$460K 0.01%
2,293
+96
700
$459K 0.01%
3,611
-29
26 27
28
29 30