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
301
$1.39M 0.03%
15,319
-787
302
$1.39M 0.03%
16,748
+754
303
$1.38M 0.03%
10,835
+8,612
304
$1.37M 0.03%
21,227
-22
305
$1.36M 0.03%
20,045
+9,513
306
$1.31M 0.03%
29,525
+1,198
307
$1.3M 0.03%
10,791
+199
308
$1.3M 0.03%
1,537
-393
309
$1.28M 0.03%
16,365
-1,415
310
$1.25M 0.03%
+7,252
311
$1.24M 0.03%
100,023
-5,557
312
$1.23M 0.03%
3,684
+483
313
$1.23M 0.03%
26,651
-11,718
314
$1.22M 0.03%
55,210
+1,146
315
$1.22M 0.02%
7,536
-2,224
316
$1.22M 0.02%
16,364
-625
317
$1.2M 0.02%
92,381
-11,006
318
$1.17M 0.02%
15,211
-4,609
319
$1.17M 0.02%
4,509
+341
320
$1.15M 0.02%
4,527
-2,162
321
$1.14M 0.02%
15,817
-1,003
322
$1.14M 0.02%
7,159
-106
323
$1.13M 0.02%
88,259
-5,257
324
$1.12M 0.02%
13,936
+1,608
325
$1.11M 0.02%
29,311
+6,600
11 12
13
14 15