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
176
$7.04M 0.08%
50,162
+1,793
177
$7.04M 0.08%
64,756
-52,300
178
$7.02M 0.08%
12,942
+2,724
179
$6.97M 0.08%
195,320
+9,765
180
$6.93M 0.08%
39,413
+5,229
181
$6.84M 0.08%
69,317
+14,554
182
$6.84M 0.08%
28,702
-5,395
183
$6.82M 0.08%
68,677
+6,340
184
$6.7M 0.08%
35,987
+5,585
185
$6.63M 0.08%
234,557
+70,671
186
$6.58M 0.08%
32,543
+7,339
187
$6.49M 0.08%
25,113
+69
188
$6.47M 0.08%
23,810
+8,369
189
$6.45M 0.08%
48,627
+14,377
190
$6.38M 0.07%
64,316
+11,726
191
$6.24M 0.07%
10,169
+285
192
$6.21M 0.07%
40,399
+4,028
193
$6.18M 0.07%
16,598
+3,274
194
$6.13M 0.07%
86,488
+13,420
195
$6.11M 0.07%
32,046
+3,073
196
$6.02M 0.07%
129,420
+114,111
197
$5.97M 0.07%
4,318
+493
198
$5.87M 0.07%
59,793
-348
199
$5.83M 0.07%
25,181
+4,470
200
$5.8M 0.07%
+118,061
6 7
8
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