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
51
$39.8M 0.47%
205,386
+19,277
52
$38.4M 0.45%
1,043,564
+36,720
53
$37.9M 0.44%
222,654
+66,445
54
$37.1M 0.43%
409,309
+22,005
55
$34.2M 0.4%
651,257
+450,928
56
$33.8M 0.39%
61,689
+27,486
57
$33.1M 0.39%
89,186
+43,935
58
$32.6M 0.38%
155,398
+28,578
59
$29.7M 0.35%
311,537
+237,723
60
$28.9M 0.34%
172,574
+26,584
61
$28.2M 0.33%
334,190
+14,160
62
$27.9M 0.33%
210,539
+21,373
63
$27M 0.31%
370,093
+204,798
64
$26.3M 0.31%
254,315
+57,255
65
$26.2M 0.31%
97,807
+37,268
66
$25.6M 0.3%
318,984
+101,766
67
$25.6M 0.3%
244,803
+84,681
68
$24.5M 0.29%
471,521
+99,632
69
$24.1M 0.28%
217,349
+79,182
70
$23.8M 0.28%
917,767
+3,211
71
$23.7M 0.28%
91,534
+19,262
72
$23.7M 0.28%
309,435
+36,840
73
$23.2M 0.27%
225,770
+47,129
74
$21.3M 0.25%
305,755
-879
75
$21.1M 0.25%
426,216
+412,765
1 2
3
4 5