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
426
$299K 0.01%
+2,766
427
$298K 0.01%
+13,125
428
$298K 0.01%
+2,153
429
$297K 0.01%
23,657
+13,656
430
$291K 0.01%
+1,900
431
$291K 0.01%
7,574
+902
432
$291K 0.01%
9,302
+2,751
433
$286K 0.01%
3,684
-2,919
434
$284K 0.01%
+3,130
435
$283K 0.01%
+2,406
436
$278K 0.01%
1,597
+120
437
$278K 0.01%
+543
438
$276K 0.01%
+947
439
$274K 0.01%
+2,279
440
$274K 0.01%
11,586
-2,684
441
$274K 0.01%
+2,728
442
$273K 0.01%
+5,350
443
$266K 0.01%
28,071
+10,192
444
$264K 0.01%
3,740
-1,578
445
$264K 0.01%
+3,154
446
$262K 0.01%
2,324
447
$260K 0.01%
23,000
448
$259K 0.01%
+10,670
449
$256K 0.01%
+2,329
450
$252K 0.01%
+3,381
16 17
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