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
376
$906K 0.02%
20,485
+2,750
377
$906K 0.02%
9,400
-1,300
378
$904K 0.02%
+51,742
379
$903K 0.02%
44,072
+1,456
380
$898K 0.02%
22,711
+6,043
381
$897K 0.02%
19,164
+1,158
382
$874K 0.02%
111,427
+14,914
383
$869K 0.02%
3,565
+1,368
384
$863K 0.02%
+5,145
385
$861K 0.02%
+8,004
386
$848K 0.02%
4,320
-513
387
$843K 0.02%
7,855
-30,589
388
$842K 0.02%
7,307
+3,973
389
$839K 0.02%
7,949
+1,066
390
$833K 0.02%
13,801
+1,686
391
$827K 0.02%
+76,759
392
$804K 0.02%
17,459
+6,533
393
$801K 0.02%
+40,598
394
$797K 0.02%
10,631
+3,036
395
$795K 0.02%
319
+12
396
$794K 0.02%
1,095
+216
397
$791K 0.02%
4,910
+109
398
$791K 0.02%
+26,452
399
$788K 0.02%
30,722
-45,278
400
$780K 0.02%
+11,557
14 15
16
17 18