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
576
$330K 0.01%
3,593
-2,401
577
$329K 0.01%
8,221
-2,581
578
$325K 0.01%
+2,858
579
$324K 0.01%
+11,261
580
$323K 0.01%
1,064
-65
581
$322K 0.01%
+3,190
582
$318K 0.01%
+11,095
583
$318K 0.01%
+2,766
584
$318K 0.01%
+12,555
585
$317K 0.01%
3,917
+135
586
$316K 0.01%
+13,483
587
$316K 0.01%
+16,866
588
$316K 0.01%
+2,223
589
$314K 0.01%
2,584
+405
590
$314K 0.01%
10,670
591
$313K 0.01%
+1,521
592
$313K 0.01%
+3,842
593
$313K 0.01%
+15,752
594
$313K 0.01%
+2,522
595
$312K 0.01%
+8,713
596
$311K 0.01%
+8,227
597
$311K 0.01%
2,381
-39
598
$310K 0.01%
+3,951
599
$309K 0.01%
949
+173
600
$308K 0.01%
17,081
+4,919
22 23
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