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
751
$44.9K ﹤0.01%
201
752
$43.4K ﹤0.01%
2,019
+1,000
753
$37.4K ﹤0.01%
+10,090
754
$36.7K ﹤0.01%
32,475
+5,820
755
$34.3K ﹤0.01%
1,360
-895
756
$31.9K ﹤0.01%
+24,000
757
$29.1K ﹤0.01%
+11,420
758
$22.1K ﹤0.01%
17,935
+2,800
759
$21.5K ﹤0.01%
17,912
-8,525
760
$21.1K ﹤0.01%
96
+33
761
$19.8K ﹤0.01%
3,695
+795
762
$18.3K ﹤0.01%
12,975
763
$11.5K ﹤0.01%
1,085
+399
764
$5.51K ﹤0.01%
+20,072
765
– –
-10,280
766
– –
-4,500
767
– –
-1,203
768
– –
-3,174
769
– –
-5,468
770
– –
-10,450
771
– –
-5,040
772
– –
-26,348
773
– –
-4,769
774
– –
-3,360
775
– –
-26,377
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