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
451
$252K 0.01%
10,685
+81
452
$252K 0.01%
+3,210
453
$251K 0.01%
+3,057
454
$248K 0.01%
+7,534
455
$246K 0.01%
+5,595
456
$243K 0.01%
+9,445
457
$241K 0.01%
+1,621
458
$241K 0.01%
+28,003
459
$239K 0.01%
+5,621
460
$237K 0.01%
+2,307
461
$237K 0.01%
4,770
-1,564
462
$236K 0.01%
11,393
-600
463
$236K 0.01%
+2,607
464
$236K 0.01%
+7,382
465
$232K 0.01%
+5,822
466
$232K 0.01%
61,494
467
$232K 0.01%
+803
468
$230K 0.01%
+7,997
469
$226K 0.01%
5,147
-5,872
470
$226K 0.01%
+5,705
471
$225K 0.01%
+4,405
472
$225K 0.01%
+3,007
473
$225K 0.01%
12,202
474
$225K 0.01%
+4,643
475
$225K 0.01%
+5,106
17 18
19
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