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
401
$340K 0.01%
+5,097
402
$339K 0.01%
1,464
-244
403
$339K 0.01%
15,295
-3,334
404
$336K 0.01%
1,521
+304
405
$335K 0.01%
2,593
+311
406
$331K 0.01%
5,114
+347
407
$329K 0.01%
5,304
408
$329K 0.01%
3,561
-772
409
$328K 0.01%
+3,825
410
$323K 0.01%
4,397
+64
411
$320K 0.01%
+8,637
412
$318K 0.01%
3,907
-2,057
413
$317K 0.01%
4,527
-5,099
414
$317K 0.01%
+7,119
415
$317K 0.01%
6,975
+1,753
416
$317K 0.01%
12,250
+150
417
$315K 0.01%
3,595
-1,497
418
$313K 0.01%
2,133
+241
419
$311K 0.01%
+2,476
420
$309K 0.01%
6,745
+1,114
421
$308K 0.01%
3,875
-47
422
$307K 0.01%
2,579
+90
423
$305K 0.01%
3,667
+428
424
$304K 0.01%
1,693
-303
425
$303K 0.01%
1,310
+131
15 16
17
18 19