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 Short 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
676
$226K ﹤0.01%
+3,008
677
$225K ﹤0.01%
12,656
-3,172
678
$225K ﹤0.01%
+996
679
$223K ﹤0.01%
+8,414
680
$223K ﹤0.01%
+3,093
681
$222K ﹤0.01%
2,159
682
$221K ﹤0.01%
1,355
+178
683
$221K ﹤0.01%
+14,610
684
$219K ﹤0.01%
+2,295
685
$219K ﹤0.01%
+3,811
686
$217K ﹤0.01%
8,692
-190
687
$217K ﹤0.01%
+4,290
688
$216K ﹤0.01%
+9,499
689
$215K ﹤0.01%
+4,940
690
$214K ﹤0.01%
+971
691
$214K ﹤0.01%
+583
692
$214K ﹤0.01%
+26,232
693
$213K ﹤0.01%
+8,583
694
$212K ﹤0.01%
+1,761
695
$212K ﹤0.01%
+12,018
696
$212K ﹤0.01%
+436
697
$211K ﹤0.01%
+2,216
698
$210K ﹤0.01%
31,129
-66
699
$209K ﹤0.01%
5,823
+396
700
$206K ﹤0.01%
+1,701
26 27
28
29 30