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
$2.63B
AUM Growth
+$895M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$28M
3
+$26.6M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$24.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$19.5M

Top Sells

1
+$16.5M
2
+$4.16M
3
+$3.65M
4
JPM icon
JPMorgan Chase
JPM
+$3.24M
5
PSQ icon
ProShares Short QQQ
PSQ
+$2.96M

Sector Composition

1 Technology 9.76%
2 Healthcare 6.35%
3 Consumer Staples 4.65%
4 Consumer Discretionary 4.54%
5 Industrials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.5%
119,335
+38,549
52
$12.9M 0.49%
337,651
+188,424
53
$12M 0.46%
24,708
+8,004
54
$11.9M 0.45%
107,049
+35,741
55
$11.8M 0.45%
44,897
+17,499
56
$11.8M 0.45%
+151,536
57
$11.5M 0.44%
186,529
+86,605
58
$11.4M 0.43%
179,532
+95,481
59
$11.3M 0.43%
129,987
+18,621
60
$10.5M 0.4%
692,046
+203,937
61
$10.4M 0.39%
69,663
+45,113
62
$9.67M 0.37%
165,316
+67,678
63
$9.56M 0.36%
71,316
-24,135
64
$9.24M 0.35%
69,715
+1,571
65
$9.18M 0.35%
16,821
+5,136
66
$9.13M 0.35%
27,144
+7,591
67
$9.03M 0.34%
178,204
+172,936
68
$8.71M 0.33%
273,580
+145,109
69
$8.7M 0.33%
134,310
+50,751
70
$8.47M 0.32%
85,370
+21,522
71
$8.12M 0.31%
170,684
+10,747
72
$8.02M 0.3%
190,890
+10,590
73
$7.85M 0.3%
229,613
+30,387
74
$7.69M 0.29%
137,580
-25,980
75
$7.46M 0.28%
132,600
+2,370
1 2
3
4 5