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
251
$894K 0.03%
10,940
+5,087
252
$888K 0.03%
10,767
+3,719
253
$887K 0.03%
6,673
+4,372
254
$886K 0.03%
+6,529
255
$886K 0.03%
17,523
-10,425
256
$879K 0.03%
18,325
-22,473
257
$871K 0.03%
106,811
+2,387
258
$858K 0.03%
2,785
+712
259
$852K 0.03%
3,435
+1,334
260
$852K 0.03%
4,249
+159
261
$850K 0.03%
11,463
+5,763
262
$847K 0.03%
6,244
+2,220
263
$843K 0.03%
16,149
+2,751
264
$791K 0.03%
13,311
+8,433
265
$788K 0.03%
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266
$777K 0.03%
16,374
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267
$767K 0.03%
18,423
268
$763K 0.03%
19,570
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269
$761K 0.03%
9,653
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270
$754K 0.03%
3,477
+1,806
271
$750K 0.03%
7,288
+72
272
$727K 0.03%
17,610
+11,154
273
$725K 0.03%
7,162
+2,351
274
$720K 0.03%
23,840
-784
275
$715K 0.03%
+6,793
9 10
11
12 13