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
101
$15.9M 0.19%
313,846
+99,147
102
$15.7M 0.18%
54,402
+28,710
103
$15.4M 0.18%
40,064
+1,556
104
$15.3M 0.18%
316,415
+81,280
105
$15.1M 0.18%
256,157
+35,447
106
$15.1M 0.18%
158,030
+30,432
107
$14.9M 0.17%
567,301
+309,719
108
$14.8M 0.17%
47,426
+5,217
109
$14.8M 0.17%
40,971
+6,404
110
$14.6M 0.17%
251,059
+106,410
111
$14.5M 0.17%
77,253
+53,773
112
$14.5M 0.17%
283,357
+211,109
113
$13.9M 0.16%
84,390
+74,509
114
$13.9M 0.16%
99,285
+9,420
115
$13.8M 0.16%
168,999
+9,414
116
$13.3M 0.16%
139,140
+23,880
117
$13.1M 0.15%
593,025
+544,673
118
$13M 0.15%
160,628
+53,249
119
$13M 0.15%
240,938
+37,719
120
$12.9M 0.15%
60,709
-8,457
121
$12.8M 0.15%
243,067
+86,390
122
$12.7M 0.15%
411,143
+105,921
123
$12.5M 0.15%
75,384
+2,298
124
$12.2M 0.14%
49,207
+13,930
125
$12.2M 0.14%
154,633
+12,122
3 4
5
6 7