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
151
$8.8M 0.1%
60,285
+11,434
152
$8.73M 0.1%
39,552
+11,621
153
$8.69M 0.1%
92,695
+21,943
154
$8.65M 0.1%
150,309
+142,117
155
$8.55M 0.1%
33,053
+737
156
$8.32M 0.1%
29,387
+26,979
157
$8.26M 0.1%
26,508
-18,520
158
$8.19M 0.1%
40,912
+3,656
159
$8.19M 0.1%
47,527
+15,949
160
$8.13M 0.09%
177,322
+171,177
161
$8.13M 0.09%
14,874
+859
162
$8.07M 0.09%
57,738
+7,228
163
$8.01M 0.09%
110,138
+59,869
164
$7.98M 0.09%
34,479
+9,350
165
$7.97M 0.09%
159,095
+32,608
166
$7.9M 0.09%
155,507
+62,114
167
$7.74M 0.09%
38,810
+7,229
168
$7.72M 0.09%
212,162
+125,475
169
$7.62M 0.09%
112,292
+6
170
$7.54M 0.09%
157,369
+3,577
171
$7.43M 0.09%
109,141
+47,951
172
$7.34M 0.09%
81,477
+3,897
173
$7.27M 0.08%
56,392
+5,512
174
$7.11M 0.08%
15,147
-18,653
175
$7.07M 0.08%
252,775
+69,769
5 6
7
8 9