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
76
$13.4M 0.27%
130,378
-25,131
77
$13.1M 0.27%
228,747
+40,374
78
$12.9M 0.26%
141,511
+13,646
79
$12.9M 0.26%
159,146
+12,200
80
$12.9M 0.26%
142,553
+114,640
81
$12.8M 0.26%
868,521
+66,701
82
$12.7M 0.26%
48,183
+1,512
83
$12.6M 0.26%
67,981
+1,963
84
$12.5M 0.25%
551,705
+18,712
85
$11.9M 0.24%
255,218
-46,438
86
$11.8M 0.24%
148,150
+1,800
87
$11.8M 0.24%
123,607
+3,337
88
$11.8M 0.24%
234,382
-24,823
89
$11.4M 0.23%
27,964
-22
90
$11.1M 0.23%
464,395
-20,448
91
$10.9M 0.22%
184,699
-29,543
92
$10.6M 0.22%
64,794
-1,460
93
$10.4M 0.21%
38,842
+1,382
94
$10.2M 0.21%
361,401
-1,982
95
$10.1M 0.21%
398,644
+11,611
96
$10.1M 0.21%
212,272
+5,332
97
$10.1M 0.21%
174,570
+4,773
98
$9.95M 0.2%
71,848
+4,623
99
$9.8M 0.2%
91,460
+10,014
100
$9.64M 0.2%
290,699
+254,846
2 3
4
5 6