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
676
$206K ﹤0.01%
3,464
-96
677
$206K ﹤0.01%
1,017
+21
678
$205K ﹤0.01%
8,209
-1,290
679
$204K ﹤0.01%
4,400
680
$203K ﹤0.01%
2,311
+64
681
$203K ﹤0.01%
9,583
+891
682
$203K ﹤0.01%
+7,533
683
$203K ﹤0.01%
442
+6
684
$202K ﹤0.01%
2,670
-186
685
$202K ﹤0.01%
12,018
686
$202K ﹤0.01%
+2,620
687
$202K ﹤0.01%
+4,017
688
$202K ﹤0.01%
6,059
+647
689
$201K ﹤0.01%
+17,400
690
$201K ﹤0.01%
+1,847
691
$201K ﹤0.01%
+394
692
$201K ﹤0.01%
+8,000
693
$197K ﹤0.01%
23,000
694
$192K ﹤0.01%
17,204
-149
695
$192K ﹤0.01%
14,403
+205
696
$186K ﹤0.01%
22,493
-5,510
697
$181K ﹤0.01%
13,160
-5,645
698
$174K ﹤0.01%
36,463
-3,854
699
$148K ﹤0.01%
+10,721
700
$147K ﹤0.01%
12,442
-2,391
26 27
28
29 30