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
351
$431K 0.02%
9,537
+1,883
352
$422K 0.02%
1,968
+498
353
$421K 0.02%
+17,442
354
$420K 0.02%
5,830
+839
355
$418K 0.02%
+3,450
356
$417K 0.02%
+4,487
357
$416K 0.02%
15,000
+1,350
358
$416K 0.02%
4,720
+60
359
$414K 0.02%
+10,901
360
$413K 0.02%
805
+98
361
$412K 0.02%
+34,720
362
$410K 0.02%
+2,141
363
$410K 0.02%
+5,277
364
$408K 0.02%
+4,349
365
$407K 0.02%
7,759
+33
366
$403K 0.02%
+13,799
367
$402K 0.02%
+6,298
368
$402K 0.02%
6,242
-1,667
369
$401K 0.02%
+9,134
370
$395K 0.02%
8,508
+2,654
371
$394K 0.02%
2,160
+331
372
$394K 0.02%
+4,694
373
$391K 0.01%
+3,466
374
$387K 0.01%
5,050
+1,260
375
$376K 0.01%
+4,112
13 14
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