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
326
$1.19M 0.02%
+10,400
327
$1.18M 0.02%
+20,495
328
$1.18M 0.02%
28,327
+14,252
329
$1.17M 0.02%
12,121
+2,374
330
$1.16M 0.02%
+5,035
331
$1.16M 0.02%
2,605
-105
332
$1.16M 0.02%
55,344
+39,384
333
$1.15M 0.02%
48,040
+6,214
334
$1.15M 0.02%
19,615
+3,848
335
$1.14M 0.02%
15,987
+7,927
336
$1.14M 0.02%
+25,615
337
$1.13M 0.02%
9,104
+300
338
$1.13M 0.02%
2,354
+1,099
339
$1.12M 0.02%
7,036
+1,690
340
$1.11M 0.02%
9,897
+6,998
341
$1.1M 0.02%
+5,316
342
$1.1M 0.02%
+3,201
343
$1.1M 0.02%
4,168
+2,141
344
$1.09M 0.02%
5,993
-1,880
345
$1.09M 0.02%
+55,738
346
$1.06M 0.02%
+28,083
347
$1.06M 0.02%
+13,649
348
$1.05M 0.02%
10,796
+2,907
349
$1.05M 0.02%
33,888
+2,041
350
$1.05M 0.02%
+18,843
12 13
14
15 16