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
176
$4.36M 0.09%
84,174
+30,075
177
$4.33M 0.09%
69,995
+52,580
178
$4.23M 0.08%
+73,668
179
$4.21M 0.08%
29,429
+236
180
$4.11M 0.08%
+142,925
181
$4.11M 0.08%
139,440
+7,204
182
$4.07M 0.08%
22,698
+3,643
183
$4.04M 0.08%
85,082
+18,784
184
$4M 0.08%
841,384
+375,429
185
$3.97M 0.08%
13,020
+259
186
$3.92M 0.08%
23,161
+1,024
187
$3.87M 0.08%
+95,335
188
$3.86M 0.08%
18,857
+2,373
189
$3.85M 0.08%
28,803
+9,260
190
$3.85M 0.08%
158,958
+146,397
191
$3.83M 0.08%
42,397
+9,813
192
$3.82M 0.08%
49,869
+27,579
193
$3.81M 0.08%
21,973
+4,706
194
$3.75M 0.07%
26,980
+2,294
195
$3.69M 0.07%
14,769
+927
196
$3.67M 0.07%
24,105
-35,403
197
$3.65M 0.07%
18,340
+13,956
198
$3.6M 0.07%
56,286
+7,841
199
$3.6M 0.07%
+69,526
200
$3.57M 0.07%
30,654
+26,998
6 7
8
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