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
351
$956K 0.02%
10,212
-29,623
352
$942K 0.02%
25,448
-59,634
353
$937K 0.02%
53,029
+183
354
$932K 0.02%
8,306
+658
355
$929K 0.02%
4,726
+761
356
$919K 0.02%
14,439
-1,145
357
$914K 0.02%
17,577
+7,199
358
$901K 0.02%
7,429
-2,971
359
$898K 0.02%
2,249
+41
360
$892K 0.02%
4,163
-30
361
$891K 0.02%
5,887
-24,767
362
$890K 0.02%
13,819
+18
363
$888K 0.02%
13,806
-826
364
$885K 0.02%
9,642
+6,049
365
$884K 0.02%
7,348
-1,756
366
$880K 0.02%
34,708
+22,153
367
$868K 0.02%
35,634
+20,977
368
$868K 0.02%
+52,139
369
$858K 0.02%
21,135
+650
370
$852K 0.02%
47,828
+3,756
371
$848K 0.02%
40,040
-819
372
$843K 0.02%
36,145
+22,662
373
$842K 0.02%
49,303
-2,439
374
$839K 0.02%
76,083
-4,250
375
$836K 0.02%
33,818
+21,537
13 14
15
16 17