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
351
$1.05M 0.02%
12,328
+1,532
352
$1.04M 0.02%
17,489
+11,838
353
$1.04M 0.02%
2,208
-53
354
$1.04M 0.02%
5,329
+3,447
355
$1.02M 0.02%
8,918
+543
356
$1.01M 0.02%
52,846
+4,070
357
$1M 0.02%
34,054
+27,227
358
$995K 0.02%
15,584
+9,212
359
$993K 0.02%
20,618
+39
360
$988K 0.02%
14,632
+9,398
361
$982K 0.02%
+58,347
362
$978K 0.02%
77,016
+60,363
363
$974K 0.02%
+20,710
364
$965K 0.02%
3,223
+843
365
$963K 0.02%
4,193
+351
366
$952K 0.02%
26,281
-14,181
367
$947K 0.02%
4,312
+412
368
$938K 0.02%
7,648
+960
369
$932K 0.02%
80,333
-3,150
370
$931K 0.02%
2,646
+1,808
371
$930K 0.02%
40,859
+20,544
372
$921K 0.02%
5,616
+719
373
$921K 0.02%
6,048
+1,638
374
$911K 0.02%
16,068
+3,107
375
$909K 0.02%
10,150
+6,280
13 14
15
16 17