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
201
$5.76M 0.07%
88,571
+8,222
202
$5.68M 0.07%
16,105
+1,862
203
$5.64M 0.07%
91,405
+22,281
204
$5.63M 0.07%
64,797
+30,211
205
$5.62M 0.07%
66,172
+16,534
206
$5.59M 0.07%
59,834
+22,040
207
$5.59M 0.07%
47,328
+40,653
208
$5.56M 0.06%
122,490
+28,751
209
$5.54M 0.06%
28,400
+3,349
210
$5.47M 0.06%
216,968
+30,881
211
$5.43M 0.06%
86,079
+82,267
212
$5.21M 0.06%
35,448
+4,654
213
$5.19M 0.06%
124,250
+47,450
214
$5.18M 0.06%
141,986
-5,605
215
$5.18M 0.06%
55,293
+16,710
216
$5.18M 0.06%
133,546
+13,034
217
$5.17M 0.06%
56,326
+10,905
218
$5.14M 0.06%
143,373
-1,010
219
$5.11M 0.06%
29,948
+13,758
220
$5.11M 0.06%
45,318
+6,099
221
$5M 0.06%
123,552
+21,237
222
$4.89M 0.06%
88,682
+8,247
223
$4.88M 0.06%
1,059
-3
224
$4.84M 0.06%
41,491
+6,220
225
$4.83M 0.06%
5,101
+255
7 8
9
10 11