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
626
$279K 0.01%
2,729
-1,235
627
$278K 0.01%
10,491
+1,988
628
$277K 0.01%
3,542
+264
629
$275K 0.01%
+644
630
$275K 0.01%
3,930
-1,315
631
$274K 0.01%
+5,730
632
$272K 0.01%
61,494
633
$270K 0.01%
1,641
-209
634
$270K 0.01%
+2,827
635
$269K 0.01%
+1,316
636
$267K 0.01%
+1,387
637
$266K 0.01%
+648
638
$265K 0.01%
6,581
-2,521
639
$263K 0.01%
+13,725
640
$261K 0.01%
4,201
+655
641
$261K 0.01%
+2,105
642
$259K 0.01%
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643
$259K 0.01%
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644
$258K 0.01%
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645
$257K 0.01%
9,386
-75
646
$257K 0.01%
+1,722
647
$257K 0.01%
14,376
-9,209
648
$257K 0.01%
19,286
-1,747
649
$256K 0.01%
+4,535
650
$256K 0.01%
+2,467
24 25
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