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
751
$383K ﹤0.01%
9,247
+676
752
$381K ﹤0.01%
3,300
+355
753
$381K ﹤0.01%
4,724
+278
754
$381K ﹤0.01%
674
+107
755
$380K ﹤0.01%
11,241
-575
756
$379K ﹤0.01%
7,159
+1,292
757
$379K ﹤0.01%
30,413
+4,366
758
$378K ﹤0.01%
10,831
-899
759
$378K ﹤0.01%
1,668
+61
760
$376K ﹤0.01%
7,994
+421
761
$375K ﹤0.01%
4,518
+624
762
$375K ﹤0.01%
+4,256
763
$374K ﹤0.01%
14,787
+2,312
764
$374K ﹤0.01%
10,922
+1
765
$372K ﹤0.01%
12,183
+428
766
$372K ﹤0.01%
3,479
+729
767
$371K ﹤0.01%
5,378
+1,275
768
$370K ﹤0.01%
10,000
769
$369K ﹤0.01%
8,453
+193
770
$368K ﹤0.01%
9,374
+450
771
$363K ﹤0.01%
6,071
-1,487
772
$363K ﹤0.01%
24,738
+4,550
773
$362K ﹤0.01%
2,121
+405
774
$362K ﹤0.01%
13,565
+3,490
775
$362K ﹤0.01%
2,008
+124
29 30
31
32 33