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
551
$363K 0.01%
15,563
-5,351
552
$363K 0.01%
10,511
+419
553
$362K 0.01%
+5,835
554
$360K 0.01%
304
-120
555
$360K 0.01%
28,688
+14,969
556
$357K 0.01%
+14,657
557
$354K 0.01%
+18,805
558
$353K 0.01%
5,137
+435
559
$353K 0.01%
4,568
+912
560
$352K 0.01%
6,122
+2,119
561
$351K 0.01%
5,440
+571
562
$347K 0.01%
11,608
+4,782
563
$345K 0.01%
2,355
-1,404
564
$344K 0.01%
+4,749
565
$344K 0.01%
8,748
+1,354
566
$343K 0.01%
4,950
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567
$342K 0.01%
2,988
-4,035
568
$342K 0.01%
4,101
-16,622
569
$340K 0.01%
20,260
-2,131
570
$338K 0.01%
2,982
-161
571
$338K 0.01%
2,947
+622
572
$338K 0.01%
5,304
573
$338K 0.01%
7,277
+2,728
574
$334K 0.01%
+4,010
575
$331K 0.01%
+3,924
21 22
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