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
126
$6.61M 0.14%
31,754
-28
127
$6.5M 0.13%
58,828
-4,859
128
$6.49M 0.13%
79,471
+1,294
129
$6.45M 0.13%
55,020
-4,208
130
$6.3M 0.13%
104,499
+1,604
131
$6.29M 0.13%
36,658
-75,788
132
$6.03M 0.12%
56,957
-8,235
133
$5.95M 0.12%
49,684
+19,869
134
$5.9M 0.12%
159,677
-2,917
135
$5.78M 0.12%
55,945
+211
136
$5.74M 0.12%
21,663
+16,613
137
$5.67M 0.12%
18,449
-2,894
138
$5.66M 0.12%
90,240
+160
139
$5.63M 0.12%
48,964
+294
140
$5.6M 0.11%
+36,398
141
$5.49M 0.11%
147,257
-2,209
142
$5.47M 0.11%
187,109
-2,790
143
$5.43M 0.11%
108,845
+3,485
144
$5.42M 0.11%
111,422
-21,125
145
$5.41M 0.11%
51,072
+1,532
146
$5.41M 0.11%
120,720
147
$5.32M 0.11%
112,131
-30
148
$5.31M 0.11%
13,513
-332
149
$5.23M 0.11%
105,541
+641
150
$5.21M 0.11%
55,217
-916
4 5
6
7 8