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
$5.07B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$183M
3
+$109M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$98.1M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$96.5M

Top Sells

1
+$48.1M
2
+$19.2M
3
+$7.02M
4
LNG icon
Cheniere Energy
LNG
+$5.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.54M

Sector Composition

1 Technology 10.34%
2 Healthcare 4.34%
3 Consumer Discretionary 3.92%
4 Financials 3.68%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.88M 0.06%
29,062
+9,696
227
$2.85M 0.06%
61,809
+41,770
228
$2.75M 0.05%
35,743
+15,961
229
$2.7M 0.05%
41,851
+15,711
230
$2.69M 0.05%
+60,961
231
$2.65M 0.05%
+69,581
232
$2.65M 0.05%
80,262
-3,445
233
$2.62M 0.05%
37,332
+21,355
234
$2.5M 0.05%
24,550
+18,850
235
$2.5M 0.05%
37,420
+18,337
236
$2.48M 0.05%
5,412
-6,731
237
$2.46M 0.05%
6,459
+2,075
238
$2.44M 0.05%
32,352
+3,316
239
$2.43M 0.05%
48,257
+9,787
240
$2.41M 0.05%
10,634
+1,255
241
$2.36M 0.05%
38,199
-6,857
242
$2.34M 0.05%
4,395
+2,604
243
$2.32M 0.05%
12,910
+3,191
244
$2.31M 0.05%
33,844
+7,191
245
$2.3M 0.05%
56,614
+26,451
246
$2.27M 0.04%
15,584
-2,537
247
$2.27M 0.04%
55,826
-173,024
248
$2.22M 0.04%
121,624
+48,660
249
$2.21M 0.04%
42,598
+28,532
250
$2.17M 0.04%
36,240
+12,194
8 9
10
11 12