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
201
$1.45M 0.05%
+36,815
202
$1.44M 0.05%
13,553
+2,359
203
$1.44M 0.05%
46,360
+2,437
204
$1.44M 0.05%
3,698
+1,896
205
$1.43M 0.05%
122,709
+23,004
206
$1.41M 0.05%
25,088
+8,168
207
$1.41M 0.05%
16,576
-10,430
208
$1.39M 0.05%
9,686
+6,869
209
$1.35M 0.05%
+105,807
210
$1.35M 0.05%
21,296
+675
211
$1.34M 0.05%
44,044
-2,535
212
$1.34M 0.05%
17,962
-34,211
213
$1.33M 0.05%
39,519
+19,034
214
$1.32M 0.05%
+5,481
215
$1.29M 0.05%
15,916
-13,915
216
$1.28M 0.05%
11,034
-31,479
217
$1.27M 0.05%
5,099
+3,473
218
$1.25M 0.05%
17,559
-18,970
219
$1.23M 0.05%
25,251
+7,785
220
$1.22M 0.05%
+110,283
221
$1.22M 0.05%
7,684
+956
222
$1.22M 0.05%
1,716
+616
223
$1.21M 0.05%
50,300
+7,780
224
$1.2M 0.05%
+98,444
225
$1.18M 0.04%
6,420
+2,845
7 8
9
10 11