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
101
$9.39M 0.19%
62,972
-2,333
102
$9.26M 0.19%
135,313
+925
103
$9.19M 0.19%
299,243
-56,501
104
$8.98M 0.18%
31,404
+2,124
105
$8.8M 0.18%
149,347
-38,180
106
$8.33M 0.17%
501,210
-1,227
107
$7.99M 0.16%
131,910
+3,930
108
$7.84M 0.16%
146,515
+2,153
109
$7.72M 0.16%
630,471
-792
110
$7.63M 0.16%
105,511
-2,102
111
$7.61M 0.16%
153,298
-4,978
112
$7.55M 0.15%
17,150
+833
113
$7.42M 0.15%
70,696
-10,970
114
$7.39M 0.15%
134,820
-387
115
$7.32M 0.15%
193,860
-11,780
116
$7.28M 0.15%
160,052
+3,777
117
$7.27M 0.15%
124,700
-24,992
118
$6.98M 0.14%
135,452
+3,821
119
$6.95M 0.14%
25,452
-14,951
120
$6.93M 0.14%
33,346
+12,603
121
$6.91M 0.14%
71,339
+7,273
122
$6.9M 0.14%
205,710
-15,588
123
$6.65M 0.14%
240,721
-15,247
124
$6.65M 0.14%
13,133
+4,671
125
$6.64M 0.14%
189,745
+12,355
3 4
5
6 7