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
$2.63B
AUM Growth
+$895M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$28M
3
+$26.6M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$24.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$19.5M

Top Sells

1
+$16.5M
2
+$4.16M
3
+$3.65M
4
JPM icon
JPMorgan Chase
JPM
+$3.24M
5
PSQ icon
ProShares Short QQQ
PSQ
+$2.96M

Sector Composition

1 Technology 9.76%
2 Healthcare 6.35%
3 Consumer Staples 4.65%
4 Consumer Discretionary 4.54%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.17M 0.04%
16,251
+4,335
227
$1.14M 0.04%
10,467
+8,399
228
$1.12M 0.04%
81,983
+9,205
229
$1.12M 0.04%
27,581
+1,141
230
$1.12M 0.04%
8,716
-3
231
$1.12M 0.04%
17,607
+13,505
232
$1.11M 0.04%
8,218
-2
233
$1.08M 0.04%
15,396
+11,753
234
$1.08M 0.04%
+3,250
235
$1.08M 0.04%
27,656
+21,347
236
$1.07M 0.04%
46,787
+27,216
237
$1.05M 0.04%
12,662
+950
238
$1.04M 0.04%
+7,783
239
$997K 0.04%
13,363
+698
240
$978K 0.04%
2,753
+300
241
$957K 0.04%
11,445
+1,662
242
$947K 0.04%
27,388
+5,721
243
$945K 0.04%
33,981
+21,951
244
$943K 0.04%
15,294
+2,901
245
$932K 0.04%
6,143
+1,431
246
$931K 0.04%
+5,675
247
$929K 0.04%
2,099
+1,099
248
$914K 0.03%
6,512
-92
249
$910K 0.03%
71,534
-26,794
250
$897K 0.03%
19,628
+6,469
8 9
10
11 12