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
801
$335K ﹤0.01%
10,996
+94
802
$332K ﹤0.01%
+4,650
803
$331K ﹤0.01%
4,325
-49
804
$331K ﹤0.01%
11,854
-2,537
805
$329K ﹤0.01%
2,652
+27
806
$329K ﹤0.01%
+14,045
807
$328K ﹤0.01%
6,500
-1,150
808
$328K ﹤0.01%
6,449
+2,050
809
$328K ﹤0.01%
9,148
-23
810
$328K ﹤0.01%
40,736
+10,438
811
$327K ﹤0.01%
15,588
+5,013
812
$327K ﹤0.01%
1,232
+315
813
$324K ﹤0.01%
1,214
-6
814
$323K ﹤0.01%
+6,800
815
$321K ﹤0.01%
2,622
-17
816
$319K ﹤0.01%
+1,528
817
$319K ﹤0.01%
4,273
+1,105
818
$319K ﹤0.01%
+9,505
819
$319K ﹤0.01%
7,250
+1,436
820
$318K ﹤0.01%
8,125
+2,288
821
$318K ﹤0.01%
13,111
+90
822
$317K ﹤0.01%
931
+348
823
$317K ﹤0.01%
20,528
+3,279
824
$316K ﹤0.01%
6,638
+1,332
825
$316K ﹤0.01%
+3,151
31 32
33
34 35