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
201
$3.55M 0.07%
98,701
+87,652
202
$3.54M 0.07%
74,218
+68,268
203
$3.52M 0.07%
12,807
+4,578
204
$3.52M 0.07%
15,595
+8,606
205
$3.52M 0.07%
1,303
+359
206
$3.39M 0.07%
+37,901
207
$3.38M 0.07%
50,796
+26,330
208
$3.36M 0.07%
39,835
+27,950
209
$3.33M 0.07%
17,787
-4,363
210
$3.32M 0.07%
39,143
+11,669
211
$3.28M 0.06%
11,591
+3,455
212
$3.27M 0.06%
170,746
+25,379
213
$3.23M 0.06%
26,546
+12,487
214
$3.21M 0.06%
201,516
+103,440
215
$3.21M 0.06%
+20,487
216
$3.19M 0.06%
105,955
+49,036
217
$3.18M 0.06%
54,889
+49,088
218
$3.16M 0.06%
21,142
-128,368
219
$3.16M 0.06%
+39,713
220
$3.14M 0.06%
69,117
+41,390
221
$3.14M 0.06%
+67,192
222
$3.13M 0.06%
41,383
+24,258
223
$3.09M 0.06%
29,815
+11,062
224
$2.93M 0.06%
9,083
+2,077
225
$2.89M 0.06%
20,276
+2,871
7 8
9
10 11