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
251
$3.11M 0.05%
28,896
-4,267
252
$3.06M 0.04%
33,197
+3,207
253
$3.02M 0.04%
10,789
+731
254
$2.96M 0.04%
12,910
-1,863
255
$2.96M 0.04%
86,687
-7,315
256
$2.91M 0.04%
34,586
-10,817
257
$2.87M 0.04%
87,675
-71,814
258
$2.87M 0.04%
16,190
-7,190
259
$2.85M 0.04%
40,547
-91
260
$2.84M 0.04%
11,204
-1,168
261
$2.82M 0.04%
5,409
-331
262
$2.79M 0.04%
12,615
-6,066
263
$2.77M 0.04%
5,892
-37
264
$2.76M 0.04%
15,614
-1,268
265
$2.73M 0.04%
93,145
-1,894
266
$2.7M 0.04%
23,700
+302
267
$2.68M 0.04%
22,046
-453
268
$2.68M 0.04%
40,484
+645
269
$2.67M 0.04%
+22,371
270
$2.56M 0.04%
27,116
+560
271
$2.56M 0.04%
9,249
-1,011
272
$2.55M 0.04%
63,479
-8,148
273
$2.53M 0.04%
46,927
-3,205
274
$2.52M 0.04%
19,853
+1,012
275
$2.52M 0.04%
4,417
-13
9 10
11
12 13