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
551
$344K 0.01%
+6,974
552
$342K 0.01%
19,788
+2,922
553
$339K 0.01%
4,588
-13
554
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4,950
555
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+13,693
556
$335K 0.01%
6,425
-16,300
557
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2,330
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558
$332K 0.01%
7,277
559
$332K 0.01%
2,806
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560
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-959
561
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2,538
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562
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2,405
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563
$328K 0.01%
5,061
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564
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565
$323K 0.01%
15,752
566
$322K 0.01%
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9,405
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571
$313K 0.01%
2,948
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572
$313K 0.01%
2,247
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573
$311K 0.01%
6,313
+72
574
$309K 0.01%
4,236
+226
575
$309K 0.01%
139,074
21 22
23
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