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
526
$399K 0.01%
22,371
+3,454
527
$397K 0.01%
7,679
+642
528
$397K 0.01%
10,333
+4,199
529
$397K 0.01%
734
+288
530
$395K 0.01%
+5,942
531
$393K 0.01%
+2,974
532
$392K 0.01%
+3,003
533
$392K 0.01%
+38,108
534
$390K 0.01%
+4,420
535
$389K 0.01%
+9,022
536
$385K 0.01%
+8,128
537
$381K 0.01%
+530
538
$378K 0.01%
2,264
+608
539
$377K 0.01%
8,965
+1,015
540
$377K 0.01%
+32,867
541
$376K 0.01%
+4,589
542
$375K 0.01%
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543
$371K 0.01%
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544
$371K 0.01%
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-631
545
$371K 0.01%
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546
$368K 0.01%
+1,447
547
$366K 0.01%
3,443
+996
548
$366K 0.01%
938
+279
549
$365K 0.01%
+3,825
550
$364K 0.01%
5,503
+1,301
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