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
901
$249K ﹤0.01%
7,986
+767
902
$248K ﹤0.01%
+4,537
903
$248K ﹤0.01%
945
+95
904
$248K ﹤0.01%
14,246
-5,058
905
$247K ﹤0.01%
2,666
+305
906
$246K ﹤0.01%
585
+76
907
$245K ﹤0.01%
+10,028
908
$245K ﹤0.01%
+5,151
909
$245K ﹤0.01%
3,806
+1
910
$244K ﹤0.01%
+13,310
911
$241K ﹤0.01%
+2,929
912
$240K ﹤0.01%
4,151
913
$240K ﹤0.01%
+11,566
914
$240K ﹤0.01%
+15,959
915
$238K ﹤0.01%
+3,372
916
$237K ﹤0.01%
1,247
+267
917
$237K ﹤0.01%
2,310
-164
918
$236K ﹤0.01%
1,477
+270
919
$235K ﹤0.01%
7,274
920
$235K ﹤0.01%
3,499
+212
921
$235K ﹤0.01%
35,024
+1,988
922
$233K ﹤0.01%
+2,012
923
$232K ﹤0.01%
+4,101
924
$232K ﹤0.01%
+3,854
925
$232K ﹤0.01%
+3,207
35 36
37
38 39