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
601
$307K 0.01%
+6,241
602
$303K 0.01%
+12,014
603
$302K 0.01%
+12,281
604
$301K 0.01%
+6,404
605
$300K 0.01%
+2,467
606
$299K 0.01%
+100,000
607
$297K 0.01%
5,975
+1,014
608
$297K 0.01%
+15,300
609
$295K 0.01%
2,654
+16
610
$294K 0.01%
+21,407
611
$292K 0.01%
+10,123
612
$291K 0.01%
+4,047
613
$289K 0.01%
8,254
+1,272
614
$288K 0.01%
+12,543
615
$287K 0.01%
+1,013
616
$286K 0.01%
+6,103
617
$286K 0.01%
+5,432
618
$285K 0.01%
+8,971
619
$285K 0.01%
+2,593
620
$282K 0.01%
10,956
+2,999
621
$282K 0.01%
4,783
+1,410
622
$280K 0.01%
4,289
-111
623
$279K 0.01%
+2,792
624
$279K 0.01%
+3,458
625
$279K 0.01%
3,433
+718
23 24
25
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