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
276
$2.51M 0.04%
25,284
+2,268
277
$2.49M 0.04%
594
+62
278
$2.46M 0.04%
113,470
-1,270
279
$2.46M 0.04%
17,536
+125
280
$2.45M 0.04%
2,603
+1,116
281
$2.44M 0.04%
48,704
+6,525
282
$2.41M 0.04%
11,192
-143
283
$2.37M 0.03%
31,281
-2,623
284
$2.36M 0.03%
29,202
+111
285
$2.36M 0.03%
26,988
+180
286
$2.31M 0.03%
17,476
-833
287
$2.24M 0.03%
46,348
+18,611
288
$2.24M 0.03%
21,656
+395
289
$2.17M 0.03%
9,267
-93
290
$2.14M 0.03%
85,302
+6,388
291
$2.12M 0.03%
77,810
-1,692
292
$2.11M 0.03%
17,242
+9,126
293
$2.08M 0.03%
5,964
-194
294
$2.06M 0.03%
12,747
-523
295
$2.06M 0.03%
27,235
-31,155
296
$2.05M 0.03%
22,177
-2,654
297
$2.03M 0.03%
26,278
-2,090
298
$2.03M 0.03%
7,150
-6,562
299
$2.02M 0.03%
33,269
+798
300
$2.02M 0.03%
62,675
-9,868
10 11
12
13 14