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
726
$419K ﹤0.01%
+5,149
727
$418K ﹤0.01%
2,840
+126
728
$415K ﹤0.01%
+1,792
729
$412K ﹤0.01%
16,733
+52
730
$411K ﹤0.01%
6,354
+3,393
731
$406K ﹤0.01%
29,790
+2,204
732
$404K ﹤0.01%
17,040
+1,970
733
$403K ﹤0.01%
13,792
-36
734
$403K ﹤0.01%
2,824
+852
735
$403K ﹤0.01%
+3,611
736
$402K ﹤0.01%
46,888
737
$399K ﹤0.01%
5,265
+2,616
738
$398K ﹤0.01%
+19,884
739
$397K ﹤0.01%
6,298
+1,051
740
$395K ﹤0.01%
7,724
+1,259
741
$394K ﹤0.01%
4,029
+873
742
$394K ﹤0.01%
5,304
743
$393K ﹤0.01%
1,685
+541
744
$393K ﹤0.01%
3,927
+564
745
$392K ﹤0.01%
2,457
+205
746
$390K ﹤0.01%
3,277
-22
747
$387K ﹤0.01%
4,214
+987
748
$387K ﹤0.01%
+4,019
749
$386K ﹤0.01%
3,807
+880
750
$383K ﹤0.01%
9,887
+569
28 29
30
31 32