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
251
$1.85M 0.04%
9,381
-1,253
252
$1.85M 0.04%
7,855
+4,963
253
$1.83M 0.04%
31,797
+11,302
254
$1.83M 0.04%
130,372
+53,356
255
$1.83M 0.04%
32,701
+1,582
256
$1.83M 0.04%
7,992
+209
257
$1.82M 0.04%
10,466
+686
258
$1.82M 0.04%
9,332
+6,074
259
$1.81M 0.04%
7,722
+4,157
260
$1.81M 0.04%
26,623
+5,182
261
$1.81M 0.04%
14,280
+10,998
262
$1.8M 0.04%
23,996
+7,348
263
$1.78M 0.04%
17,273
-9,273
264
$1.77M 0.04%
16,127
+5,293
265
$1.75M 0.04%
13,370
+81
266
$1.75M 0.04%
39,181
-3,417
267
$1.72M 0.04%
21,473
+15,204
268
$1.72M 0.04%
11,973
-35
269
$1.7M 0.03%
47,788
-359
270
$1.69M 0.03%
55,097
-2,394
271
$1.68M 0.03%
11,642
+7,322
272
$1.67M 0.03%
9,165
+6,631
273
$1.67M 0.03%
28,528
-12,855
274
$1.67M 0.03%
118,574
-3,050
275
$1.65M 0.03%
35,894
+3,313
9 10
11
12 13