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
651
$234K ﹤0.01%
531
-52
652
$233K ﹤0.01%
3,426
-7
653
$230K ﹤0.01%
22,076
-23,350
654
$229K ﹤0.01%
18,264
+3,888
655
$229K ﹤0.01%
1,217
-188
656
$227K ﹤0.01%
656
+8
657
$225K ﹤0.01%
4,561
+11
658
$222K ﹤0.01%
4,583
+48
659
$221K ﹤0.01%
4,290
660
$221K ﹤0.01%
2,402
-65
661
$219K ﹤0.01%
2,538
-289
662
$219K ﹤0.01%
50,000
663
$218K ﹤0.01%
+2,778
664
$218K ﹤0.01%
12,979
+323
665
$217K ﹤0.01%
1,277
-78
666
$217K ﹤0.01%
962
-9
667
$217K ﹤0.01%
3,063
-30
668
$217K ﹤0.01%
1,996
+295
669
$215K ﹤0.01%
5,684
-246
670
$214K ﹤0.01%
+3,742
671
$213K ﹤0.01%
8,414
672
$210K ﹤0.01%
+6,055
673
$210K ﹤0.01%
3,969
+158
674
$210K ﹤0.01%
5,606
-282
675
$207K ﹤0.01%
4,483
-512
25 26
27
28 29