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
151
$5.18M 0.11%
20,614
-13,421
152
$5.16M 0.11%
8,773
+7,678
153
$5.16M 0.11%
159,957
-9,031
154
$5.11M 0.1%
93,058
+76,990
155
$5.09M 0.1%
153,354
-9,495
156
$4.98M 0.1%
20,703
-3,378
157
$4.97M 0.1%
40,516
-318
158
$4.83M 0.1%
12,538
-825
159
$4.82M 0.1%
34,356
+5,553
160
$4.82M 0.1%
69,031
-20,237
161
$4.76M 0.1%
38,890
+22,374
162
$4.75M 0.1%
34,001
-2,075
163
$4.72M 0.1%
60,388
-1,058
164
$4.69M 0.1%
52,823
+4,123
165
$4.62M 0.09%
70,012
+17
166
$4.47M 0.09%
39,955
-3,350
167
$4.4M 0.09%
73,723
+200
168
$4.4M 0.09%
43,353
+35,498
169
$4.36M 0.09%
804,853
-36,531
170
$4.29M 0.09%
79,825
-4,349
171
$4.25M 0.09%
25,601
+1,496
172
$4.16M 0.09%
25,290
-884
173
$4.09M 0.08%
73,592
-76
174
$4.08M 0.08%
149,045
-4,768
175
$4.07M 0.08%
98,629
-72
5 6
7
8 9