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
51
$24M 0.47%
223,429
+216,400
52
$23M 0.45%
96,928
+28,060
53
$22.5M 0.44%
428,673
-15,900
54
$22M 0.43%
+623,170
55
$21.9M 0.43%
224,112
+221,559
56
$21M 0.41%
196,258
+45,819
57
$20.8M 0.41%
137,014
+42,027
58
$20.2M 0.4%
49,972
+7,762
59
$20M 0.4%
112,446
+58,627
60
$19.5M 0.38%
168,831
+85,705
61
$19.3M 0.38%
132,432
+55,998
62
$18.8M 0.37%
155,690
-11,517
63
$18.6M 0.37%
36
64
$17.9M 0.35%
357,243
+60,450
65
$17M 0.34%
180,299
+174,906
66
$16.9M 0.33%
756,735
+104,694
67
$16.9M 0.33%
80,016
+25,273
68
$16.3M 0.32%
415,780
+218,384
69
$16.2M 0.32%
155,509
+144,594
70
$16M 0.32%
55,736
+19,570
71
$15.3M 0.3%
58,318
+33,827
72
$15.2M 0.3%
252,103
+138,900
73
$14.9M 0.29%
+433,203
74
$14.2M 0.28%
125,027
+13,127
75
$14.1M 0.28%
+301,656
1 2
3
4 5