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
126
$3.51M 0.13%
70,939
+54,863
127
$3.46M 0.13%
71,114
+441
128
$3.45M 0.13%
14,555
+2,853
129
$3.4M 0.13%
10,603
-4,365
130
$3.33M 0.13%
16,730
+10,931
131
$3.31M 0.13%
34,951
+19,858
132
$3.23M 0.12%
82,053
+1,620
133
$3.15M 0.12%
47,913
+2,487
134
$3.14M 0.12%
22,267
+6,376
135
$3.1M 0.12%
168,584
+75,234
136
$3.04M 0.12%
57,784
+44,589
137
$2.97M 0.11%
47,290
+30,291
138
$2.97M 0.11%
169,607
+30,510
139
$2.96M 0.11%
5,374
+304
140
$2.92M 0.11%
12,211
+9,837
141
$2.9M 0.11%
+69,696
142
$2.83M 0.11%
18,041
+3,111
143
$2.81M 0.11%
58,986
+17,874
144
$2.8M 0.11%
14,663
+212
145
$2.79M 0.11%
+60,961
146
$2.79M 0.11%
29,511
+11,953
147
$2.78M 0.11%
15,967
+5,144
148
$2.72M 0.1%
50,946
+45,136
149
$2.64M 0.1%
+85,701
150
$2.61M 0.1%
7,995
+2,670
4 5
6
7 8