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
126
$7.01M 0.14%
131,631
+91,844
127
$7M 0.14%
31,782
+26,077
128
$6.98M 0.14%
64,066
+11,796
129
$6.94M 0.14%
162,594
+42,531
130
$6.86M 0.14%
57,629
+4,667
131
$6.7M 0.13%
132,547
+104,225
132
$6.68M 0.13%
78,177
+59,305
133
$6.59M 0.13%
21,343
-104
134
$6.46M 0.13%
177,390
+153,557
135
$6.37M 0.13%
+102,895
136
$6.18M 0.12%
189,984
+181,597
137
$6.17M 0.12%
89,268
+14,655
138
$6.01M 0.12%
59,589
+18,636
139
$5.98M 0.12%
149,466
-15,878
140
$5.97M 0.12%
162,849
+32,408
141
$5.97M 0.12%
48,670
+41,966
142
$5.92M 0.12%
+67,152
143
$5.91M 0.12%
55,734
+53,308
144
$5.79M 0.11%
90,080
+25,930
145
$5.78M 0.11%
49,540
+29,201
146
$5.71M 0.11%
+168,988
147
$5.64M 0.11%
13,845
+5,427
148
$5.59M 0.11%
56,133
+39,684
149
$5.56M 0.11%
112,161
-662
150
$5.51M 0.11%
105,360
+20,495
4 5
6
7 8