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
851
$287K ﹤0.01%
1,182
+179
852
$286K ﹤0.01%
777
+122
853
$286K ﹤0.01%
4,786
+841
854
$285K ﹤0.01%
+8,584
855
$285K ﹤0.01%
+8,742
856
$285K ﹤0.01%
+6,186
857
$284K ﹤0.01%
2,603
+156
858
$283K ﹤0.01%
2,822
+503
859
$283K ﹤0.01%
6,302
+1,960
860
$278K ﹤0.01%
+23,940
861
$278K ﹤0.01%
7,685
-46
862
$277K ﹤0.01%
1,713
+17
863
$277K ﹤0.01%
2,927
-52
864
$276K ﹤0.01%
+3,870
865
$276K ﹤0.01%
+12,763
866
$275K ﹤0.01%
+3,158
867
$275K ﹤0.01%
+2,822
868
$275K ﹤0.01%
3,433
+295
869
$274K ﹤0.01%
3,182
+608
870
$273K ﹤0.01%
+15,607
871
$272K ﹤0.01%
5,140
+167
872
$271K ﹤0.01%
+1,827
873
$270K ﹤0.01%
13,350
+2,589
874
$267K ﹤0.01%
24,893
+7,082
875
$266K ﹤0.01%
+4,987
33 34
35
36 37