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
276
$1.65M 0.03%
7,908
-1,202
277
$1.64M 0.03%
34,879
+25,399
278
$1.62M 0.03%
10,251
-189
279
$1.57M 0.03%
29,513
-4,331
280
$1.57M 0.03%
14,905
+11,462
281
$1.56M 0.03%
+12,975
282
$1.56M 0.03%
23,725
+534
283
$1.56M 0.03%
57,971
+3,804
284
$1.55M 0.03%
20,828
+4,167
285
$1.52M 0.03%
10,011
+2,157
286
$1.5M 0.03%
32,526
+2,212
287
$1.49M 0.03%
23,597
-1,401
288
$1.49M 0.03%
29,816
-6,424
289
$1.48M 0.03%
20,816
-1,258
290
$1.47M 0.03%
3,371
-799
291
$1.47M 0.03%
5,458
+4,445
292
$1.46M 0.03%
34,656
-4,121
293
$1.45M 0.03%
2,245
-463
294
$1.45M 0.03%
37,010
+383
295
$1.44M 0.03%
20,801
-2,082
296
$1.44M 0.03%
36,698
+4,177
297
$1.43M 0.03%
14,042
-975
298
$1.43M 0.03%
60,127
-1,019
299
$1.43M 0.03%
34,937
-6,749
300
$1.42M 0.03%
6,408
-272
10 11
12
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