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
826
$311K ﹤0.01%
+2,383
827
$310K ﹤0.01%
6,345
+240
828
$309K ﹤0.01%
5,236
+495
829
$309K ﹤0.01%
933
+339
830
$308K ﹤0.01%
9,397
+3,561
831
$307K ﹤0.01%
2,746
+1,135
832
$305K ﹤0.01%
2,108
+462
833
$304K ﹤0.01%
6,050
-660
834
$304K ﹤0.01%
18,636
-3,705
835
$303K ﹤0.01%
+1,655
836
$302K ﹤0.01%
4,195
+1,647
837
$301K ﹤0.01%
3,685
-143
838
$299K ﹤0.01%
817
-378
839
$299K ﹤0.01%
+569
840
$299K ﹤0.01%
3,809
+608
841
$297K ﹤0.01%
24,026
+1,006
842
$296K ﹤0.01%
4,805
+341
843
$295K ﹤0.01%
+6,111
844
$295K ﹤0.01%
9,677
+3,091
845
$294K ﹤0.01%
4,823
+93
846
$293K ﹤0.01%
16,670
+77
847
$293K ﹤0.01%
+4,328
848
$290K ﹤0.01%
14,673
-440
849
$290K ﹤0.01%
+3,998
850
$289K ﹤0.01%
14,211
+1,360
32 33
34
35 36