PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $7.53B
1-Year Est. Return 15.52%
This Quarter Est. Return
1 Year Est. Return
+15.52%
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
1
$154M 5.84%
10,223,163
+542,727
2
$133M 5.05%
499,522
-62,006
3
$112M 4.26%
5,133,984
+194,229
4
$98.8M 3.75%
819,414
+53,226
5
$85.8M 3.26%
5,324,598
+307,710
6
$79.4M 3.01%
610,803
+215,797
7
$65.3M 2.48%
272,438
+110,723
8
$52.5M 1.99%
618,866
+15,486
9
$45.3M 1.72%
467,490
+31,880
10
$38M 1.44%
696,731
+449,884
11
$36.9M 1.4%
611,063
+120,580
12
$36.7M 1.39%
2,643,004
+99,416
13
$36.1M 1.37%
265,481
+49,435
14
$32.6M 1.24%
184,358
+65,715
15
$32.4M 1.23%
434,645
+173,292
16
$32M 1.21%
380,527
+126,599
17
$31.8M 1.21%
+780,571
18
$31.6M 1.2%
1,557,814
+77,682
19
$30M 1.14%
517,868
+5,123
20
$28.5M 1.08%
176,167
+84,290
21
$27.9M 1.06%
72,976
+40,972
22
$27.9M 1.06%
90,196
+53,401
23
$27.7M 1.05%
182,537
+128,213
24
$27.7M 1.05%
87,619
+44,901
25
$26.9M 1.02%
149,975
+66,254
1
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