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
76
$21.1M 0.25%
89,270
+71,801
77
$21M 0.25%
266,577
+64,534
78
$20.8M 0.24%
46,664
+15,405
79
$20.6M 0.24%
220,530
+46,090
80
$20.4M 0.24%
226,809
+45,771
81
$20.2M 0.24%
118,482
+82,219
82
$19.7M 0.23%
+478,335
83
$19.4M 0.23%
72,010
+14,650
84
$19M 0.22%
367,326
+12,625
85
$18.8M 0.22%
682,274
+310,852
86
$18.8M 0.22%
169,753
+166,159
87
$18.7M 0.22%
128,749
+42,735
88
$18.6M 0.22%
124,345
+10,116
89
$18.6M 0.22%
563,624
+157,061
90
$17.8M 0.21%
107,035
-30,334
91
$17.6M 0.2%
+829,936
92
$17.5M 0.2%
171,419
+7,516
93
$17.5M 0.2%
746,525
+197,666
94
$17.1M 0.2%
471,948
-156,762
95
$17.1M 0.2%
919,592
+54,744
96
$16.7M 0.2%
351,476
+46,374
97
$16.6M 0.19%
+564,464
98
$16.2M 0.19%
32,604
+24,713
99
$16M 0.19%
265,496
+114,551
100
$16M 0.19%
77,323
+22,258
2 3
4
5 6