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
26
$23.9M 0.91%
237,174
+80,656
27
$23.3M 0.89%
165,237
+19,409
28
$23M 0.87%
486,633
+79,098
29
$22M 0.84%
121,883
+72,748
30
$21.2M 0.81%
139,987
+31,038
31
$20.7M 0.79%
53,920
+48,944
32
$19.8M 0.75%
95,081
+26,520
33
$19.1M 0.72%
372,464
+87,161
34
$18.6M 0.71%
35,037
+7,508
35
$18.2M 0.69%
159,413
+154,874
36
$18.1M 0.69%
1,235,530
+418,110
37
$18M 0.68%
255,368
+128,372
38
$17.9M 0.68%
49,003
+27,713
39
$17.4M 0.66%
+193,282
40
$16.7M 0.63%
335,219
+19,725
41
$16.3M 0.62%
216,617
+212,603
42
$15.7M 0.6%
177,920
+81,119
43
$15.1M 0.57%
172,970
+16,588
44
$15M 0.57%
168,574
+28,939
45
$14.9M 0.57%
676,911
+28,461
46
$14.2M 0.54%
121,625
+57,458
47
$13.8M 0.52%
164,677
+40,879
48
$13.4M 0.51%
62,366
+14,605
49
$13.3M 0.5%
30,991
+14,370
50
$13.2M 0.5%
28,875
+8,422
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