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
476
$506K 0.01%
18,513
+1,052
477
$505K 0.01%
18,591
+9,707
478
$502K 0.01%
+4,548
479
$499K 0.01%
4,578
+1,133
480
$498K 0.01%
2,668
-8
481
$495K 0.01%
2,855
+498
482
$495K 0.01%
+4,401
483
$493K 0.01%
1,975
+693
484
$493K 0.01%
2,534
+796
485
$493K 0.01%
5,694
+2,337
486
$489K 0.01%
19,400
+1,000
487
$489K 0.01%
18,140
-7,700
488
$488K 0.01%
+17,247
489
$485K 0.01%
13,622
+269
490
$481K 0.01%
+4,181
491
$478K 0.01%
7,994
+1,750
492
$476K 0.01%
+12,023
493
$476K 0.01%
13,483
+4,145
494
$475K 0.01%
+37,752
495
$471K 0.01%
10,674
+4,177
496
$467K 0.01%
9,480
+2,596
497
$465K 0.01%
+4,521
498
$463K 0.01%
29,015
+3,691
499
$463K 0.01%
+10,066
500
$461K 0.01%
+3,109
18 19
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