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
976
$201K ﹤0.01%
1,830
+63
977
$201K ﹤0.01%
14,737
+1,569
978
$201K ﹤0.01%
+1,165
979
$200K ﹤0.01%
+6,043
980
$200K ﹤0.01%
+1,674
981
$194K ﹤0.01%
+10,671
982
$186K ﹤0.01%
14,247
+98
983
$184K ﹤0.01%
55,116
+2,868
984
$182K ﹤0.01%
103,227
+36,643
985
$180K ﹤0.01%
29,888
-233
986
$174K ﹤0.01%
10,287
+67
987
$169K ﹤0.01%
12,542
+881
988
$168K ﹤0.01%
+11,810
989
$166K ﹤0.01%
+14,153
990
$163K ﹤0.01%
+17,644
991
$155K ﹤0.01%
+10,093
992
$155K ﹤0.01%
40,459
+291
993
$154K ﹤0.01%
23,349
-197
994
$152K ﹤0.01%
21,199
+10,468
995
$149K ﹤0.01%
6,320
+124
996
$143K ﹤0.01%
+12,013
997
$141K ﹤0.01%
+12,192
998
$138K ﹤0.01%
14,638
+38
999
$135K ﹤0.01%
25,672
+683
1000
$134K ﹤0.01%
+10,785
38 39
40
41 42