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Prime Capital Investment Advisors Portfolio holdings

AUM $8.65B
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
+$112M
2
+$95.4M
3
+$86.4M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$58.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$57.9M

Top Sells

1
+$101M
2
+$20.8M
3
+$8.73M
4
HAWX icon
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
+$7.16M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.71M

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
1051
– –
-2,748
1052
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-12,740
1053
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-7,508
1054
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-10,062
1055
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1056
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-7,269
1057
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-12,486
1058
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1059
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-1,275
1060
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-4,154
1061
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1062
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-14,973
1063
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-5,260
1064
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-5,188
1065
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-10,040
1066
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-1,928
1067
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-9,694
1068
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-5,014
1069
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-47,174
1070
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-11,974
1071
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-630
1072
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-13,282
1073
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-12,364
1074
– –
-9,376
1075
– –
-3,817
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