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
101
$5.28M 0.2%
109,170
+22,060
102
$5.28M 0.2%
48,018
+40,139
103
$5.16M 0.2%
205,991
-31,593
104
$5.13M 0.19%
49,327
+10,146
105
$5.12M 0.19%
24,161
+454
106
$5.08M 0.19%
68,197
+19,907
107
$4.95M 0.19%
149,313
+38,865
108
$4.84M 0.18%
164,030
+27,170
109
$4.78M 0.18%
+176,077
110
$4.59M 0.17%
31,097
+19,572
111
$4.5M 0.17%
19,724
+4,197
112
$4.49M 0.17%
12,784
+4,396
113
$4.46M 0.17%
43,328
+8,340
114
$4.2M 0.16%
22,063
+8,759
115
$4.18M 0.16%
45,894
+30,742
116
$4.16M 0.16%
23,175
+15,897
117
$3.99M 0.15%
+158,556
118
$3.94M 0.15%
37,328
+34,896
119
$3.89M 0.15%
16,252
+7,028
120
$3.88M 0.15%
148,109
-4,400
121
$3.86M 0.15%
45,988
+26,703
122
$3.81M 0.14%
18,684
+11,889
123
$3.77M 0.14%
+94,247
124
$3.7M 0.14%
98,392
+86,954
125
$3.62M 0.14%
+26,482
3 4
5
6 7