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
376
$376K 0.01%
4,912
+745
377
$376K 0.01%
+6,501
378
$376K 0.01%
+3,876
379
$374K 0.01%
10,811
-16,385
380
$374K 0.01%
+9,192
381
$372K 0.01%
+4,730
382
$367K 0.01%
10,571
+1,631
383
$367K 0.01%
10,437
+3,592
384
$366K 0.01%
6,234
+1,586
385
$366K 0.01%
+32,421
386
$366K 0.01%
10,859
+61
387
$360K 0.01%
41,586
-7,612
388
$358K 0.01%
8,958
+1,008
389
$356K 0.01%
+12,555
390
$356K 0.01%
3,840
+818
391
$355K 0.01%
+913
392
$355K 0.01%
9,491
+2,348
393
$352K 0.01%
4,738
-1,634
394
$351K 0.01%
5,175
+1,503
395
$350K 0.01%
16,195
+3,071
396
$346K 0.01%
7,729
+1,052
397
$345K 0.01%
5,287
+67
398
$344K 0.01%
14,170
-1,003
399
$342K 0.01%
3,517
-19,656
400
$342K 0.01%
+25,338
14 15
16
17 18