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
301
$616K 0.02%
2,482
-97
302
$605K 0.02%
+4,725
303
$600K 0.02%
+29,274
304
$598K 0.02%
5,139
+3,020
305
$597K 0.02%
+20,316
306
$595K 0.02%
3,433
-14,734
307
$590K 0.02%
7,848
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308
$582K 0.02%
+48,217
309
$579K 0.02%
+26,054
310
$567K 0.02%
1,650
-12,112
311
$565K 0.02%
33,635
+11,551
312
$565K 0.02%
12,097
+4,171
313
$564K 0.02%
8,340
+2,330
314
$564K 0.02%
18,790
+10,006
315
$563K 0.02%
22,776
+14,232
316
$561K 0.02%
6,802
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317
$557K 0.02%
25,316
+9,150
318
$554K 0.02%
4,087
+999
319
$549K 0.02%
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320
$544K 0.02%
10,808
-223
321
$539K 0.02%
59,407
+29,761
322
$538K 0.02%
2,443
+887
323
$538K 0.02%
8,543
+655
324
$536K 0.02%
+4,829
325
$535K 0.02%
3,513
+442
11 12
13
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