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
$6.88B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
963
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$23.9M
3
+$6.51M
4
GEV icon
GE Vernova
GEV
+$6.45M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.78M

Top Sells

1
+$55.4M
2
+$41.8M
3
+$25.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.85M

Sector Composition

1 Technology 12.13%
2 Financials 4.14%
3 Consumer Discretionary 4.1%
4 Healthcare 3.25%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.8M 0.06%
62,180
-1,836
227
$3.78M 0.06%
26,039
-398
228
$3.77M 0.05%
16,469
-1,357
229
$3.75M 0.05%
17,006
+6,779
230
$3.75M 0.05%
93,739
+193
231
$3.73M 0.05%
163,886
-10,346
232
$3.69M 0.05%
72,248
+3,173
233
$3.69M 0.05%
5,324
+1,959
234
$3.67M 0.05%
26,332
-121
235
$3.63M 0.05%
50,269
-1,121
236
$3.43M 0.05%
38,583
-3,936
237
$3.4M 0.05%
498,800
-1,838
238
$3.39M 0.05%
6,814
-303
239
$3.36M 0.05%
64,560
+27
240
$3.34M 0.05%
17,819
-229
241
$3.34M 0.05%
125,750
-44,564
242
$3.33M 0.05%
34,401
-449
243
$3.31M 0.05%
54,877
-26,190
244
$3.3M 0.05%
35,544
-418
245
$3.29M 0.05%
19,947
+9,355
246
$3.29M 0.05%
13,326
+31
247
$3.24M 0.05%
37,794
+4,467
248
$3.16M 0.05%
11,998
-66
249
$3.16M 0.05%
11,223
+3,682
250
$3.15M 0.05%
76,800
+34,676
8 9
10
11 12