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
476
$223K 0.01%
2,217
+613
477
$223K 0.01%
+4,948
478
$222K 0.01%
+5,432
479
$219K 0.01%
+1,463
480
$219K 0.01%
+1,685
481
$218K 0.01%
+2,322
482
$216K 0.01%
41,458
+10,824
483
$214K 0.01%
+12,384
484
$213K 0.01%
+2,948
485
$212K 0.01%
+799
486
$211K 0.01%
+3,761
487
$210K 0.01%
+1,269
488
$210K 0.01%
+2,870
489
$209K 0.01%
35,215
+11,096
490
$206K 0.01%
+4,790
491
$205K 0.01%
+1,778
492
$205K 0.01%
+17,309
493
$205K 0.01%
2,997
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494
$203K 0.01%
1,929
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495
$203K 0.01%
+798
496
$203K 0.01%
+3,586
497
$202K 0.01%
+9,012
498
$201K 0.01%
+2,646
499
$198K 0.01%
+33,502
500
$196K 0.01%
10,189
+320
18 19
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