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
526
$375K 0.01%
12,024
+416
527
$375K 0.01%
9,026
+4
528
$369K 0.01%
9,318
-16,297
529
$368K 0.01%
2,806
-4,230
530
$366K 0.01%
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-389
531
$366K 0.01%
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-198
532
$365K 0.01%
3,395
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533
$365K 0.01%
5,129
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534
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535
$362K 0.01%
12,442
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536
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537
$360K 0.01%
6,193
-281
538
$358K 0.01%
15,889
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539
$355K 0.01%
1,449
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540
$355K 0.01%
10,002
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541
$352K 0.01%
4,407
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$352K 0.01%
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543
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4,360
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544
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$351K 0.01%
10,349
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546
$350K 0.01%
20,134
-126
547
$348K 0.01%
19,631
-36,107
548
$348K 0.01%
5,036
-557
549
$346K 0.01%
5,021
+272
550
$346K 0.01%
17,481
-2,102
20 21
22
23 24