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
501
$177K 0.01%
+12,718
502
$174K 0.01%
+10,940
503
$173K 0.01%
+13,358
504
$157K 0.01%
24,381
+13,760
505
$141K 0.01%
+50,000
506
$126K ﹤0.01%
14,577
+169
507
$122K ﹤0.01%
1,029
508
$122K ﹤0.01%
+10,936
509
$121K ﹤0.01%
15,142
510
$116K ﹤0.01%
+10,212
511
$89.8K ﹤0.01%
50,000
512
$78.6K ﹤0.01%
11,512
513
$77.9K ﹤0.01%
17,092
+181
514
$77.2K ﹤0.01%
+15,325
515
$62.8K ﹤0.01%
+11,026
516
$47.2K ﹤0.01%
+10,241
517
$38K ﹤0.01%
+25,510
518
$31.3K ﹤0.01%
+11,420
519
$28.9K ﹤0.01%
1,251
-881
520
$26.5K ﹤0.01%
+21,000
521
$15.9K ﹤0.01%
15,135
522
– –
-126
523
– –
0
524
– –
-3,827
525
– –
-10,267
18 19 20
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