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
576
$308K 0.01%
3,765
-152
577
$306K 0.01%
3,089
-101
578
$304K 0.01%
5,510
-465
579
$304K 0.01%
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4,002
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581
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582
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9,835
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583
$299K 0.01%
6,332
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584
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8,031
-2,302
585
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4,418
586
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15,300
587
$295K 0.01%
27,184
-1,504
588
$295K 0.01%
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589
$294K 0.01%
5,557
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590
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592
$293K 0.01%
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593
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2,918
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595
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15,295
596
$286K 0.01%
3,547
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597
$285K 0.01%
+6,016
598
$284K 0.01%
3,850
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599
$283K 0.01%
16,335
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600
$282K 0.01%
10,180
-915
22 23
24
25 26