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 Short 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
26
$39.6M 0.78%
715,912
+426,952
27
$38.8M 0.76%
1,769,498
+280,078
28
$38.4M 0.76%
785,586
+773,976
29
$38.3M 0.76%
288,707
+44,008
30
$35.7M 0.7%
115,076
+37,082
31
$35.6M 0.7%
721,808
+511,273
32
$34M 0.67%
449,999
+446,938
33
$33.8M 0.67%
1,288,454
+1,278,190
34
$33.3M 0.66%
200,950
+64,288
35
$32.1M 0.63%
197,430
+143,933
36
$30.7M 0.61%
890,009
-14,933
37
$30.6M 0.6%
255,797
+130,845
38
$30M 0.59%
62,410
+10,918
39
$29.6M 0.58%
86,819
+21,207
40
$29.2M 0.58%
349,828
+338,792
41
$29M 0.57%
390,995
+132,810
42
$28.6M 0.56%
267,602
+242,568
43
$28.2M 0.56%
60,232
+30,463
44
$27M 0.53%
145,558
+73,391
45
$27M 0.53%
200,072
+84,592
46
$26.3M 0.52%
48,812
+10,214
47
$25.7M 0.51%
163,154
+68,564
48
$24.8M 0.49%
286,300
+44,630
49
$24.7M 0.49%
55,305
+49,630
50
$24.6M 0.48%
250,874
+101,412
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