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
126
$12.2M 0.14%
280,940
+68,280
127
$12.1M 0.14%
52,627
-5,057
128
$12M 0.14%
39,393
+11,660
129
$12M 0.14%
131,675
+4,877
130
$11.8M 0.14%
231,569
+208,558
131
$11.7M 0.14%
224,283
+210,120
132
$11.7M 0.14%
+510,705
133
$11.6M 0.14%
162,588
+29,599
134
$11.5M 0.13%
14,485
+909
135
$11.4M 0.13%
133,578
+34,813
136
$11.3M 0.13%
727,283
+58,394
137
$11.2M 0.13%
105,725
+9,263
138
$10.6M 0.12%
64,063
+25,312
139
$10.4M 0.12%
49,329
+10,884
140
$10M 0.12%
107,905
-961
141
$9.95M 0.12%
160,172
-230
142
$9.89M 0.12%
29,982
+4,246
143
$9.68M 0.11%
72,079
+16,998
144
$9.6M 0.11%
31,409
+2,390
145
$9.27M 0.11%
29,695
+3,296
146
$9.21M 0.11%
220,680
+27,908
147
$9.16M 0.11%
425,329
+3,797
148
$9.07M 0.11%
198,778
+77,262
149
$8.93M 0.1%
68,840
+14,797
150
$8.91M 0.1%
73,119
+20,249
4 5
6
7 8