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
326
$1.11M 0.02%
54,669
-675
327
$1.11M 0.02%
46,176
-1,864
328
$1.09M 0.02%
14,853
-1,658
329
$1.09M 0.02%
2,455
-150
330
$1.09M 0.02%
16,091
+104
331
$1.08M 0.02%
19,892
+11,898
332
$1.08M 0.02%
5,358
+42
333
$1.07M 0.02%
2,354
334
$1.07M 0.02%
16,557
-3,058
335
$1.06M 0.02%
11,490
+694
336
$1.06M 0.02%
11,612
-509
337
$1.04M 0.02%
28,615
+532
338
$1.04M 0.02%
9,892
-5
339
$1.03M 0.02%
5,903
+574
340
$1.02M 0.02%
34,645
+591
341
$1M 0.02%
3,537
+314
342
$989K 0.02%
5,907
-4,843
343
$986K 0.02%
42,085
-22,488
344
$985K 0.02%
18,054
-23,797
345
$984K 0.02%
4,315
+3
346
$977K 0.02%
109,668
-1,759
347
$968K 0.02%
11,953
-3,399
348
$964K 0.02%
16,940
-549
349
$963K 0.02%
19,069
-17,796
350
$960K 0.02%
20,618
12 13
14
15 16