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
326
$1.78M 0.03%
30,563
+156
327
$1.76M 0.03%
6,931
-610
328
$1.73M 0.03%
33,081
+637
329
$1.72M 0.03%
13,650
+2,685
330
$1.72M 0.03%
11,146
-3,779
331
$1.71M 0.02%
16,055
+2,254
332
$1.66M 0.02%
3,509
-119
333
$1.65M 0.02%
16,209
+287
334
$1.65M 0.02%
7,113
-317
335
$1.65M 0.02%
4,394
-461
336
$1.62M 0.02%
67,437
+14,153
337
$1.62M 0.02%
19,010
-280
338
$1.61M 0.02%
3,903
-2,120
339
$1.61M 0.02%
9,881
-28,637
340
$1.57M 0.02%
13,018
-1,103
341
$1.56M 0.02%
35,186
-4,612
342
$1.56M 0.02%
4,588
-10,603
343
$1.56M 0.02%
48,738
-2,414
344
$1.55M 0.02%
26,376
-281
345
$1.52M 0.02%
3,579
+63
346
$1.52M 0.02%
25,043
+6,336
347
$1.5M 0.02%
5,196
-43
348
$1.49M 0.02%
3,569
-231
349
$1.49M 0.02%
42,303
+19,037
350
$1.48M 0.02%
11,197
+308
12 13
14
15 16