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
151
$2.59M 0.1%
12,109
+3,018
152
$2.49M 0.09%
+40,085
153
$2.46M 0.09%
58,631
+44,138
154
$2.44M 0.09%
+67,466
155
$2.44M 0.09%
24,346
+16,310
156
$2.43M 0.09%
18,530
+16,185
157
$2.41M 0.09%
81,237
+57,060
158
$2.37M 0.09%
20,043
+3,440
159
$2.37M 0.09%
140,273
+48,188
160
$2.34M 0.09%
18,988
+6,688
161
$2.32M 0.09%
48,958
+42,951
162
$2.28M 0.09%
101,000
163
$2.25M 0.09%
13,276
+4,185
164
$2.25M 0.09%
150,555
-1,218
165
$2.23M 0.08%
36,291
-1,437
166
$2.19M 0.08%
29,712
+21,253
167
$2.17M 0.08%
56,138
+30,798
168
$2.16M 0.08%
61,860
+38,522
169
$2.16M 0.08%
12,880
+11,383
170
$2.15M 0.08%
10,090
+2,019
171
$2.15M 0.08%
29,871
+7,303
172
$2.04M 0.08%
16,085
-1,119
173
$2.01M 0.08%
53,731
-2,434
174
$2M 0.08%
23,310
+14,086
175
$1.97M 0.07%
39,465
-9,901
5 6
7
8 9