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
1026
$42.9K ﹤0.01%
+29,553
1027
$42.1K ﹤0.01%
35,707
+370
1028
$40.3K ﹤0.01%
11,468
-304
1029
$38.3K ﹤0.01%
13,375
-585
1030
$35K ﹤0.01%
+28,225
1031
$34.3K ﹤0.01%
27,208
1032
$31.2K ﹤0.01%
13,674
-243
1033
$27.9K ﹤0.01%
11,977
-5,183
1034
$27.6K ﹤0.01%
+1,843
1035
$19K ﹤0.01%
+23,483
1036
$14.9K ﹤0.01%
21,491
-732
1037
$11.1K ﹤0.01%
+17,111
1038
$3.21K ﹤0.01%
+13,500
1039
$2.27K ﹤0.01%
39,088
1040
$1.21K ﹤0.01%
42
1041
$1.15K ﹤0.01%
12
1042
$992 ﹤0.01%
14
1043
$341 ﹤0.01%
+10,000
1044
– –
-7,269
1045
– –
-2,489
1046
– –
-10,000
1047
– –
-10,255
1048
– –
-1,511,839
1049
– –
-2,444
1050
– –
-21,524
40 41
42
43 44