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
76
$7.41M 0.28%
59,510
+9,329
77
$7.33M 0.28%
29,768
+21,774
78
$7.31M 0.28%
+158,868
79
$7.3M 0.28%
28,349
+19,401
80
$7.03M 0.27%
178,343
+38,087
81
$6.84M 0.26%
26,045
+24,083
82
$6.73M 0.26%
72,247
+13,353
83
$6.55M 0.25%
66,646
+11,039
84
$6.51M 0.25%
59,309
+16,521
85
$6.43M 0.24%
51,422
+44,168
86
$6.36M 0.24%
268,811
+43,258
87
$6.35M 0.24%
510,572
+4,898
88
$6.31M 0.24%
18,145
-5,482
89
$6.24M 0.24%
39,517
+28,046
90
$6.2M 0.24%
123,680
+91,924
91
$6.15M 0.23%
241,075
+13,207
92
$6.14M 0.23%
54,848
+33,837
93
$6.08M 0.23%
120,756
+79,165
94
$6.02M 0.23%
34,498
+8,487
95
$5.79M 0.22%
38,616
+3,826
96
$5.65M 0.21%
+52,207
97
$5.5M 0.21%
45,678
+2,886
98
$5.48M 0.21%
37,540
+27,371
99
$5.41M 0.21%
+187,251
100
$5.34M 0.2%
+106,860
2 3
4
5 6