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
$4.88B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$73.3M
2
+$55.4M
3
+$33.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$30.8M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$29.7M

Top Sells

1
+$55M
2
+$36.5M
3
+$30.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.1M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$18.7M

Sector Composition

1 Technology 9.61%
2 Healthcare 4.2%
3 Consumer Discretionary 3.92%
4 Financials 3.53%
5 Industrials 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.57M 0.05%
6,903
+444
227
$2.52M 0.05%
22,696
-34,933
228
$2.47M 0.05%
50,276
-19,250
229
$2.46M 0.05%
38,780
+581
230
$2.43M 0.05%
32,383
-3,360
231
$2.42M 0.05%
27,431
+10,186
232
$2.38M 0.05%
75,437
+17,255
233
$2.35M 0.05%
15,676
+92
234
$2.26M 0.05%
29,975
-2,377
235
$2.21M 0.05%
31,975
+6,377
236
$2.21M 0.05%
25,008
-29,771
237
$2.2M 0.05%
26,403
-2,659
238
$2.18M 0.04%
24,473
-14,670
239
$2.16M 0.04%
42,908
-5,349
240
$2.13M 0.04%
43,955
-99
241
$2.12M 0.04%
688
-615
242
$2.1M 0.04%
17,438
-661
243
$2.07M 0.04%
35,452
-1,968
244
$2.05M 0.04%
49,757
-54,282
245
$2.05M 0.04%
16,556
-3,720
246
$2.03M 0.04%
12,790
-120
247
$2.02M 0.04%
23,292
-36,297
248
$1.92M 0.04%
13,581
-1,221
249
$1.86M 0.04%
16,165
-844
250
$1.86M 0.04%
46,895
-9,719
8 9
10
11 12