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
51
$21.2M 0.43%
281,875
-168,124
52
$21.2M 0.43%
37,454
-11,358
53
$21M 0.43%
604,572
-18,598
54
$20.5M 0.42%
140,827
+3,813
55
$20.5M 0.42%
155,171
-519
56
$19.7M 0.4%
916,827
+160,092
57
$19.5M 0.4%
134,177
+1,745
58
$18.6M 0.38%
179,394
-44,035
59
$18.6M 0.38%
36,385
+8,788
60
$18.1M 0.37%
60,356
+4,620
61
$18.1M 0.37%
186,820
-37,292
62
$18.1M 0.37%
78,510
-18,418
63
$17.7M 0.36%
47,021
-2,951
64
$17.7M 0.36%
172,244
+3,413
65
$17.6M 0.36%
70,457
+12,139
66
$17.6M 0.36%
353,476
-3,767
67
$17.5M 0.36%
414,825
-955
68
$16.8M 0.34%
163,732
+38,705
69
$16.3M 0.33%
226,372
-24,502
70
$16.2M 0.33%
182,455
+2,156
71
$16M 0.33%
79,027
-989
72
$15.8M 0.32%
82,499
+31,934
73
$14.6M 0.3%
36,988
+1,313
74
$14.3M 0.29%
256,102
+3,999
75
$13.9M 0.28%
128,882
-511,100
1 2
3
4 5