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
201
$3.2M 0.07%
70,534
+1,417
202
$3.18M 0.07%
78,436
-1,826
203
$3.18M 0.07%
20,832
-1,141
204
$3.15M 0.06%
23,436
-5,993
205
$3.13M 0.06%
38,911
-802
206
$3.11M 0.06%
20,467
-20
207
$3.11M 0.06%
48,027
+10,695
208
$3.08M 0.06%
13,374
-1,395
209
$3.08M 0.06%
19,760
-2,938
210
$3.08M 0.06%
53,042
-3,244
211
$3.06M 0.06%
66,945
-247
212
$3.03M 0.06%
20,513
-3,897
213
$2.98M 0.06%
21,056
-86
214
$2.98M 0.06%
9,204
+121
215
$2.95M 0.06%
13,822
-30,921
216
$2.92M 0.06%
7,030
+3,764
217
$2.9M 0.06%
66,362
+4,553
218
$2.89M 0.06%
192,313
-9,203
219
$2.87M 0.06%
19,905
-3,256
220
$2.83M 0.06%
59,978
-14,240
221
$2.76M 0.06%
+65,160
222
$2.64M 0.05%
60,961
223
$2.6M 0.05%
56,682
+1,793
224
$2.59M 0.05%
5,067
-345
225
$2.59M 0.05%
70,586
+1,005
7 8
9
10 11