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Prime Capital Investment Advisors Portfolio holdings

AUM $8.65B
1-Year Est. Return 19.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.55%
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
+$76.2M
2
+$57M
3
+$35.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$32M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$31.7M

Top Sells

1
+$58.1M
2
+$36.4M
3
+$30.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.9M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$19.2M

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
801
– –
-11,261
802
– –
-36
803
– –
-85,000
804
– –
-3,802
805
– –
-4,345
806
– –
-890,009
807
– –
-2,773
808
– –
-4,993
809
– –
-4,010
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