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
451
$550K 0.01%
20,795
452
$548K 0.01%
56,991
+18,883
453
$544K 0.01%
19,830
-82
454
$543K 0.01%
48,691
-3,854
455
$542K 0.01%
16,123
+3,275
456
$541K 0.01%
5,332
-109
457
$537K 0.01%
5,090
+689
458
$534K 0.01%
2,671
+1,355
459
$533K 0.01%
7,135
+1,393
460
$533K 0.01%
5,736
-9
461
$528K 0.01%
21,548
+2,148
462
$525K 0.01%
21,453
-850
463
$522K 0.01%
13,485
+2
464
$519K 0.01%
2,316
+19
465
$518K 0.01%
3,878
-2,115
466
$517K 0.01%
628
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467
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-23,908
468
$505K 0.01%
18,807
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469
$502K 0.01%
+13,020
470
$500K 0.01%
2,033
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471
$497K 0.01%
1,702
+37
472
$497K 0.01%
3,487
+48
473
$496K 0.01%
1,141
+497
474
$482K 0.01%
6,148
+305
475
$481K 0.01%
4,765
+9
17 18
19
20 21