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
351
$1.47M 0.02%
17,943
-1,439
352
$1.47M 0.02%
4,328
+8
353
$1.45M 0.02%
89,356
-1
354
$1.45M 0.02%
31,880
-1,263
355
$1.45M 0.02%
62,419
356
$1.45M 0.02%
32,847
-1,245
357
$1.44M 0.02%
13,032
+1,641
358
$1.44M 0.02%
20,434
+650
359
$1.42M 0.02%
19,181
+174
360
$1.42M 0.02%
11,195
-1,017
361
$1.42M 0.02%
28,804
+100
362
$1.41M 0.02%
5,905
+328
363
$1.41M 0.02%
6,305
+220
364
$1.41M 0.02%
22,077
-230
365
$1.39M 0.02%
11,845
-1,160
366
$1.39M 0.02%
15,810
+1,358
367
$1.38M 0.02%
3,255
+2,120
368
$1.38M 0.02%
8,448
-1,037
369
$1.36M 0.02%
56,836
+3,129
370
$1.36M 0.02%
22,778
-1,949
371
$1.36M 0.02%
6,426
-938
372
$1.34M 0.02%
11,666
+1,591
373
$1.34M 0.02%
4,623
+180
374
$1.33M 0.02%
29,028
+1,437
375
$1.33M 0.02%
10,941
-1,271
13 14
15
16 17