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
401
$705K 0.01%
7,631
-318
402
$704K 0.01%
3,102
+134
403
$701K 0.01%
36,173
-4,425
404
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42,261
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405
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406
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25,540
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407
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43,656
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408
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41,531
-16,816
409
$693K 0.01%
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410
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14,965
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411
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10,465
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412
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25,496
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413
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16,610
-849
414
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18,200
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415
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417
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445
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418
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6,709
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419
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7,341
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420
$649K 0.01%
30,722
421
$647K 0.01%
10,669
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422
$636K 0.01%
6,908
-2,010
423
$627K 0.01%
13,832
-2,388
424
$617K 0.01%
3,042
+48
425
$615K 0.01%
2,680
+21
15 16
17
18 19