PCIA
Prime Capital Investment Advisors Portfolio holdings
AUM
$7.53B
This Quarter Return
+8.64%
1 Year Return
+15.52%
3 Year Return
+60.58%
5 Year Return
+97.05%
10 Year Return
–
AUM
$2.63B
AUM Growth
+$2.63B
(+51%)
Cap. Flow
+$767M
Cap. Flow
% of AUM
29.1%
Top 10 Holdings %
Top 10 Hldgs %
32.8%
Holding
544
New
145
Increased
298
Reduced
65
Closed
23
Top Buys
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$31.8M |
| 2 |
Apple
AAPL
|
$28M |
| 3 |
Microsoft
MSFT
|
$26.6M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$24.5M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$19.5M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$16.5M |
| 2 |
Goldman Sachs
GS
|
$4.16M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$3.65M |
| 4 |
JPMorgan Chase
JPM
|
$3.24M |
| 5 |
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% |
