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
701
$139K ﹤0.01%
+13,275
702
$138K ﹤0.01%
16,842
703
$138K ﹤0.01%
+12,786
704
$137K ﹤0.01%
+14,940
705
$132K ﹤0.01%
3,886
-204
706
$131K ﹤0.01%
+29,218
707
$131K ﹤0.01%
13,604
+39
708
$114K ﹤0.01%
+12,313
709
$114K ﹤0.01%
56,203
+1,193
710
$111K ﹤0.01%
+17,197
711
$105K ﹤0.01%
13,832
+2,224
712
$103K ﹤0.01%
10,000
713
$102K ﹤0.01%
15,310
-127
714
$102K ﹤0.01%
+5,270
715
$99.8K ﹤0.01%
37,791
+17,231
716
$97.4K ﹤0.01%
15,142
717
$97.3K ﹤0.01%
15,762
+4,118
718
$95.5K ﹤0.01%
1,804
-157
719
$95.5K ﹤0.01%
10,706
-2,000
720
$94.6K ﹤0.01%
+18,691
721
$92.7K ﹤0.01%
18,948
+2,663
722
$89.7K ﹤0.01%
903
-62
723
$89.1K ﹤0.01%
+70,722
724
$88.8K ﹤0.01%
1,588
-19
725
$85.4K ﹤0.01%
3,125
27 28
29
30 31