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
301
$2.02M 0.03%
31,609
-967
302
$2M 0.03%
10,961
-266
303
$1.99M 0.03%
196,266
-8,252
304
$1.98M 0.03%
16,477
+23
305
$1.97M 0.03%
959,060
+44,675
306
$1.96M 0.03%
40,357
-4,408
307
$1.96M 0.03%
80,580
-25,766
308
$1.96M 0.03%
33,724
-11,663
309
$1.95M 0.03%
7,693
-696
310
$1.94M 0.03%
29,512
+1,548
311
$1.91M 0.03%
12,338
-1,347
312
$1.91M 0.03%
14,095
-6,925
313
$1.89M 0.03%
30,880
-1,665
314
$1.88M 0.03%
18,880
-4,123
315
$1.86M 0.03%
15,783
-151
316
$1.86M 0.03%
77,367
+5,977
317
$1.85M 0.03%
23,465
-1,585
318
$1.85M 0.03%
13,664
-863
319
$1.84M 0.03%
32,597
+1,429
320
$1.83M 0.03%
66,929
+12,064
321
$1.81M 0.03%
19,949
-4,432
322
$1.81M 0.03%
26,640
+2,737
323
$1.81M 0.03%
48,098
-2,210
324
$1.79M 0.03%
18,415
-444
325
$1.79M 0.03%
17,315
-2,795
11 12
13
14 15