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
276
$709K 0.03%
2,047
+1,168
277
$705K 0.03%
4,860
+2,618
278
$704K 0.03%
7,818
+4,913
279
$701K 0.03%
+66,481
280
$701K 0.03%
4,465
+1,710
281
$699K 0.03%
2,111
+1,056
282
$692K 0.03%
2,167
+518
283
$691K 0.03%
+16,066
284
$686K 0.03%
3,989
-6
285
$682K 0.03%
11,980
+1,225
286
$678K 0.03%
3,906
+681
287
$671K 0.03%
54,040
288
$665K 0.03%
12,862
-1,881
289
$664K 0.03%
36,725
+15,177
290
$663K 0.03%
5,130
+3,102
291
$659K 0.03%
6,876
-510
292
$658K 0.03%
+8,520
293
$655K 0.02%
7,894
+5,194
294
$646K 0.02%
3,067
+1,360
295
$635K 0.02%
+6,836
296
$631K 0.02%
+6,641
297
$630K 0.02%
9,219
+2,223
298
$627K 0.02%
4,757
-247
299
$623K 0.02%
13,705
-4,339
300
$623K 0.02%
+51,300
10 11
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