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
326
$530K 0.02%
14,064
-756
327
$527K 0.02%
4,590
-747
328
$507K 0.02%
3,033
+4
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$507K 0.02%
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330
$498K 0.02%
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331
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+5,885
332
$494K 0.02%
10,212
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334
$488K 0.02%
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335
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336
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337
$484K 0.02%
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338
$483K 0.02%
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339
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340
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343
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345
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346
$460K 0.02%
+3,214
347
$450K 0.02%
12,874
+4,218
348
$444K 0.02%
+4,455
349
$443K 0.02%
+4,458
350
$432K 0.02%
2,425
+264
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