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
501
$418K 0.01%
15,632
+18
502
$416K 0.01%
20,012
-66,280
503
$416K 0.01%
20,150
-79,230
504
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34,266
-3,486
505
$414K 0.01%
4,769
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506
$413K 0.01%
3,178
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507
$402K 0.01%
2,376
-292
508
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827
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509
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24,923
-4,092
510
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5,522
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511
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512
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8,600
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513
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8,976
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514
$394K 0.01%
8,992
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515
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516
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519
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2,552
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520
$380K 0.01%
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521
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14,771
-27
522
$379K 0.01%
9,554
-1,120
523
$378K 0.01%
6,370
+535
524
$378K 0.01%
4,834
-860
525
$377K 0.01%
5,942
19 20
21
22 23