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
626
$257K 0.01%
704
+131
627
$257K 0.01%
5,432
628
$257K 0.01%
+2,773
629
$252K 0.01%
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$252K 0.01%
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631
$252K 0.01%
4,047
632
$250K 0.01%
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-233
633
$250K 0.01%
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634
$249K 0.01%
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635
$249K 0.01%
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636
$249K 0.01%
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637
$248K 0.01%
18,647
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638
$248K 0.01%
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639
$248K 0.01%
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640
$247K 0.01%
10,395
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641
$246K 0.01%
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$246K 0.01%
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643
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644
$244K 0.01%
4,291
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645
$244K 0.01%
2,618
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646
$243K 0.01%
1,404
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647
$242K ﹤0.01%
4,148
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648
$241K ﹤0.01%
2,276
-712
649
$241K ﹤0.01%
2,449
-280
650
$241K ﹤0.01%
8,583
24 25
26
27 28