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 0-1 Year 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
151
$5.41M 0.11%
20,389
+763
152
$5.41M 0.11%
+104,900
153
$5.33M 0.11%
24,410
-151
154
$5.29M 0.1%
24,081
+6,988
155
$5.26M 0.1%
+120,720
156
$5.2M 0.1%
36,076
+26,473
157
$5.14M 0.1%
40,834
+28,148
158
$5.11M 0.1%
29,024
+19,513
159
$5.08M 0.1%
26,174
+443
160
$5.06M 0.1%
13,363
-814
161
$5.03M 0.1%
189,899
+2,790
162
$4.92M 0.1%
54,779
+11,818
163
$4.92M 0.1%
+61,446
164
$4.87M 0.1%
28,705
-209
165
$4.87M 0.1%
43,305
+13,240
166
$4.78M 0.09%
43,158
+28,883
167
$4.76M 0.09%
93,069
+6,953
168
$4.68M 0.09%
20,743
+5,462
169
$4.58M 0.09%
73,523
+3,821
170
$4.54M 0.09%
48,700
+12,370
171
$4.49M 0.09%
+104,039
172
$4.49M 0.09%
35,625
+3,011
173
$4.42M 0.09%
8,462
+386
174
$4.41M 0.09%
153,813
+18,350
175
$4.38M 0.09%
20,593
+1,883
5 6
7
8 9