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
701
$458K 0.01%
+5,114
702
$458K 0.01%
2,722
-1,252
703
$458K 0.01%
6,499
+3,059
704
$455K 0.01%
1,792
+1,123
705
$454K 0.01%
2,872
+603
706
$450K 0.01%
4,006
+352
707
$448K 0.01%
5,369
+2,856
708
$448K 0.01%
15,761
+967
709
$444K 0.01%
3,140
+1,125
710
$443K 0.01%
9,819
+2,072
711
$442K 0.01%
3,510
+758
712
$440K 0.01%
+1,734
713
$439K 0.01%
8,716
-1,673
714
$439K 0.01%
29,766
-2,897
715
$439K 0.01%
6,173
+420
716
$439K 0.01%
+19,023
717
$439K 0.01%
3,171
+983
718
$436K 0.01%
5,670
+41
719
$435K 0.01%
4,386
+1,391
720
$433K 0.01%
5,247
+142
721
$431K 0.01%
17,067
+8,109
722
$431K 0.01%
4,902
-281
723
$431K 0.01%
1,447
+69
724
$428K 0.01%
+36,352
725
$425K 0.01%
+6,877
27 28
29
30 31