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
101
$9.72M 0.19%
67,225
+14,023
102
$9.65M 0.19%
29,280
+19,531
103
$9.47M 0.19%
134,388
+50,477
104
$9.35M 0.18%
251,428
+73,136
105
$9.06M 0.18%
205,640
+134,080
106
$9M 0.18%
44,743
+31,726
107
$8.89M 0.18%
81,666
+4,993
108
$8.66M 0.17%
502,437
+362,127
109
$8.4M 0.17%
63,687
+4,086
110
$8.38M 0.17%
34,035
+14,667
111
$8.33M 0.16%
+158,276
112
$8.32M 0.16%
37,460
-3,128
113
$8.15M 0.16%
127,980
+7,650
114
$8.1M 0.16%
144,362
+132,760
115
$8.1M 0.16%
107,613
+103,147
116
$8.07M 0.16%
631,263
+126,363
117
$7.76M 0.15%
65,192
+51,846
118
$7.7M 0.15%
+135,207
119
$7.57M 0.15%
81,446
+51,791
120
$7.57M 0.15%
59,228
+50,504
121
$7.54M 0.15%
221,298
+105,686
122
$7.44M 0.15%
16,317
+4,412
123
$7.35M 0.14%
149,692
+60,358
124
$7.28M 0.14%
255,968
+16,317
125
$7.28M 0.14%
+156,275
3 4
5
6 7