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
926
$231K ﹤0.01%
22,894
-1,519
927
$230K ﹤0.01%
+2,065
928
$229K ﹤0.01%
+3,337
929
$229K ﹤0.01%
+803
930
$229K ﹤0.01%
+8,547
931
$228K ﹤0.01%
862
-6
932
$228K ﹤0.01%
887
-270
933
$227K ﹤0.01%
2,079
+304
934
$227K ﹤0.01%
+4,561
935
$224K ﹤0.01%
22,057
936
$223K ﹤0.01%
19,988
+2,031
937
$221K ﹤0.01%
20,200
+5,747
938
$221K ﹤0.01%
13,876
+3,690
939
$221K ﹤0.01%
+1,864
940
$221K ﹤0.01%
+5,980
941
$220K ﹤0.01%
3,349
-1,111
942
$219K ﹤0.01%
9,003
-495
943
$219K ﹤0.01%
4,242
-129
944
$219K ﹤0.01%
+3,942
945
$218K ﹤0.01%
2,794
+394
946
$218K ﹤0.01%
+7,618
947
$217K ﹤0.01%
+7,100
948
$217K ﹤0.01%
20,478
+359
949
$217K ﹤0.01%
+598
950
$217K ﹤0.01%
+8,673
36 37
38
39 40