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
1001
$121K ﹤0.01%
+10,809
1002
$118K ﹤0.01%
+15,557
1003
$114K ﹤0.01%
14,382
-10,648
1004
$110K ﹤0.01%
10,000
1005
$104K ﹤0.01%
13,183
+1,498
1006
$103K ﹤0.01%
33,525
+517
1007
$99.7K ﹤0.01%
18,854
+7,381
1008
$98.5K ﹤0.01%
33,396
+168
1009
$97.6K ﹤0.01%
11,512
1010
$96.4K ﹤0.01%
16,008
+5,521
1011
$94.9K ﹤0.01%
10,900
+501
1012
$92.6K ﹤0.01%
10,225
-4,000
1013
$83.2K ﹤0.01%
14,198
+2,309
1014
$81.3K ﹤0.01%
+11,232
1015
$79.2K ﹤0.01%
20,194
-377
1016
$72K ﹤0.01%
+14,840
1017
$71.2K ﹤0.01%
+25,526
1018
$62.6K ﹤0.01%
+10,175
1019
$57.8K ﹤0.01%
+2,389
1020
$57.4K ﹤0.01%
12,212
-446
1021
$55.5K ﹤0.01%
47,846
-1,679
1022
$50K ﹤0.01%
50,000
1023
$49.4K ﹤0.01%
30,299
-991
1024
$49.3K ﹤0.01%
53,979
-1,783
1025
$48.3K ﹤0.01%
24,261
+306
39 40
41
42 43