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
76
$14M 0.28%
35,675
+6,815
77
$14M 0.28%
188,373
+36,687
78
$13.9M 0.27%
46,671
+13,996
79
$13.7M 0.27%
66,018
+35,964
80
$13.5M 0.27%
27,597
+9,618
81
$13.3M 0.26%
120,270
+28,575
82
$13.1M 0.26%
146,946
+26,218
83
$13.1M 0.26%
214,242
+206,116
84
$13M 0.26%
259,205
+244,537
85
$12.9M 0.25%
27,986
+9,062
86
$12.7M 0.25%
801,820
+257,585
87
$12.7M 0.25%
127,865
+51,092
88
$12.5M 0.25%
532,993
+507,550
89
$12.3M 0.24%
187,527
+131,665
90
$11.9M 0.24%
484,843
+211,646
91
$11.8M 0.23%
363,383
+5,906
92
$11.5M 0.23%
+146,350
93
$11.5M 0.23%
66,254
-7,750
94
$11.4M 0.22%
65,305
+13,859
95
$10.9M 0.22%
+355,744
96
$10.7M 0.21%
50,565
+12,646
97
$10.2M 0.2%
+387,033
98
$10M 0.2%
206,940
+132,760
99
$9.94M 0.2%
40,403
+2,300
100
$9.77M 0.19%
169,797
+165,309
2 3
4
5 6