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
876
$265K ﹤0.01%
+11,536
877
$265K ﹤0.01%
20,995
+467
878
$265K ﹤0.01%
+3,247
879
$263K ﹤0.01%
4,465
+447
880
$262K ﹤0.01%
547
+114
881
$261K ﹤0.01%
6,070
882
$259K ﹤0.01%
+1,992
883
$259K ﹤0.01%
5,339
-684
884
$259K ﹤0.01%
21,147
885
$258K ﹤0.01%
7,177
-25
886
$258K ﹤0.01%
+2,548
887
$258K ﹤0.01%
+5,127
888
$257K ﹤0.01%
77,204
+14
889
$256K ﹤0.01%
2,863
+319
890
$255K ﹤0.01%
11,618
+259
891
$253K ﹤0.01%
4,073
+683
892
$253K ﹤0.01%
+5,090
893
$253K ﹤0.01%
45,916
+926
894
$252K ﹤0.01%
1,435
-105
895
$251K ﹤0.01%
+8,877
896
$251K ﹤0.01%
26,245
+3,116
897
$251K ﹤0.01%
1,952
+40
898
$251K ﹤0.01%
6,438
899
$250K ﹤0.01%
+11,111
900
$250K ﹤0.01%
25,726
+3,321
34 35
36
37 38