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
501
$459K 0.01%
+6,474
502
$456K 0.01%
12,848
+7,419
503
$456K 0.01%
+3,489
504
$454K 0.01%
14,798
+1,553
505
$453K 0.01%
5,972
+3,047
506
$450K 0.01%
+19,631
507
$442K 0.01%
+9,378
508
$433K 0.01%
15,847
+6,706
509
$432K 0.01%
15,180
+3,181
510
$432K 0.01%
10,434
+1,738
511
$431K 0.01%
6,369
-5,023
512
$428K 0.01%
5,742
+1,392
513
$423K 0.01%
3,497
+944
514
$422K 0.01%
25,319
+2,185
515
$420K 0.01%
8,220
+2,099
516
$419K 0.01%
6,588
-757,234
517
$418K 0.01%
12,326
-306
518
$417K 0.01%
+4,010
519
$415K 0.01%
929
-189
520
$414K 0.01%
1,200
+367
521
$409K 0.01%
+7,232
522
$407K 0.01%
4,036
+1,387
523
$403K 0.01%
+6,420
524
$401K 0.01%
6,468
-238
525
$401K 0.01%
5,593
+442
19 20
21
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