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
726
$82.5K ﹤0.01%
10,331
-579
727
$73.6K ﹤0.01%
15,325
728
$71.3K ﹤0.01%
+153
729
$68.8K ﹤0.01%
11,512
730
$66.4K ﹤0.01%
13,520
731
$64.2K ﹤0.01%
45,182
+817
732
$62.8K ﹤0.01%
10,601
+585
733
$58.6K ﹤0.01%
12,851
+56
734
$54.1K ﹤0.01%
11,581
+7,886
735
$53.8K ﹤0.01%
+1,893
736
$46.9K ﹤0.01%
+27,269
737
$45.1K ﹤0.01%
16,235
-1,700
738
$42.8K ﹤0.01%
+2,389
739
$42.8K ﹤0.01%
2,019
740
$39.1K ﹤0.01%
21,000
741
$36.3K ﹤0.01%
16,682
742
$35.6K ﹤0.01%
+29,409
743
$34.2K ﹤0.01%
201
744
$31.8K ﹤0.01%
706
-38
745
$28.8K ﹤0.01%
24,000
746
$27.4K ﹤0.01%
1,234
-126
747
$27.2K ﹤0.01%
756
-2
748
$23.5K ﹤0.01%
10,751
749
$15.1K ﹤0.01%
12,975
750
$4.32K ﹤0.01%
+6
28 29
30
31 32