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
476
$481K 0.01%
9,850
-194
477
$480K 0.01%
6,390
-1,698
478
$479K 0.01%
1,100
-53
479
$465K 0.01%
12,833
-789
480
$465K 0.01%
+6,581
481
$464K 0.01%
4,174
-7
482
$461K 0.01%
7,325
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483
$461K 0.01%
10,407
-40,389
484
$460K 0.01%
13,946
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485
$458K 0.01%
4,115
-463
486
$448K 0.01%
616
-37
487
$447K 0.01%
4,120
+1,146
488
$447K 0.01%
3,694
+836
489
$446K 0.01%
352
+48
490
$441K 0.01%
4,051
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491
$441K 0.01%
17,169
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492
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4,324
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493
$433K 0.01%
8,574
-1,500
494
$431K 0.01%
18,007
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495
$426K 0.01%
16,248
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496
$425K 0.01%
2,498
+153
497
$423K 0.01%
3,441
-48
498
$422K 0.01%
12,533
+1,028
499
$419K 0.01%
3,949
-599
500
$419K 0.01%
7,552
+964
18 19
20
21 22