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
376
$815K 0.02%
5,215
-401
377
$815K 0.02%
9,211
+2,204
378
$805K 0.02%
317
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379
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11,089
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380
$801K 0.02%
10,257
+107
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382
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14,665
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383
$791K 0.02%
7,691
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384
$787K 0.02%
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385
$785K 0.02%
5,418
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386
$785K 0.02%
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$785K 0.02%
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388
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25,827
-8,061
389
$775K 0.02%
16,848
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390
$753K 0.02%
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7,162
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$732K 0.02%
75,834
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$723K 0.01%
29,766
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396
$717K 0.01%
7,857
-147
397
$711K 0.01%
7,492
-14
398
$710K 0.01%
5,175
+63
399
$709K 0.01%
6,740
+270
400
$707K 0.01%
7,210
-44
14 15
16
17 18