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
951
$217K ﹤0.01%
+5,005
952
$216K ﹤0.01%
+2,102
953
$215K ﹤0.01%
+3,059
954
$215K ﹤0.01%
24,509
+7,025
955
$215K ﹤0.01%
+9,608
956
$214K ﹤0.01%
2,287
+6
957
$214K ﹤0.01%
+1,943
958
$214K ﹤0.01%
+4,796
959
$214K ﹤0.01%
+30,035
960
$213K ﹤0.01%
4,303
+22
961
$212K ﹤0.01%
4,391
-100
962
$212K ﹤0.01%
+5,496
963
$212K ﹤0.01%
+3,628
964
$211K ﹤0.01%
10,827
+2,399
965
$211K ﹤0.01%
+2,094
966
$211K ﹤0.01%
+4,075
967
$209K ﹤0.01%
+9,766
968
$209K ﹤0.01%
+1,349
969
$208K ﹤0.01%
23,421
+38
970
$208K ﹤0.01%
+596
971
$206K ﹤0.01%
+16,887
972
$204K ﹤0.01%
+6,229
973
$203K ﹤0.01%
+3,000
974
$202K ﹤0.01%
+7,943
975
$202K ﹤0.01%
+2,943
37 38
39
40 41