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
176
$1.91M 0.07%
72,423
+8,590
177
$1.89M 0.07%
+30,553
178
$1.87M 0.07%
7,580
+1,412
179
$1.84M 0.07%
39,420
-18,011
180
$1.74M 0.07%
12,514
+293
181
$1.73M 0.07%
10,457
+3,201
182
$1.69M 0.06%
23,735
+5,152
183
$1.68M 0.06%
8,112
+1,371
184
$1.67M 0.06%
26,866
+676
185
$1.66M 0.06%
+352,360
186
$1.65M 0.06%
33,344
-2,087
187
$1.65M 0.06%
6,802
+2,307
188
$1.65M 0.06%
6,170
+3,961
189
$1.64M 0.06%
15,513
+5,197
190
$1.59M 0.06%
16,531
+6,190
191
$1.59M 0.06%
67,030
-1,069
192
$1.58M 0.06%
11,282
+7,970
193
$1.57M 0.06%
31,416
-9,828
194
$1.56M 0.06%
6,647
+2,832
195
$1.56M 0.06%
15,394
+13,063
196
$1.54M 0.06%
20,747
+56
197
$1.48M 0.06%
21,987
+8,904
198
$1.47M 0.06%
14,106
+11,870
199
$1.46M 0.06%
52,811
+85
200
$1.46M 0.06%
57,129
+27,736
6 7
8
9 10