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
376
$1.32M 0.02%
20,071
-2,017
377
$1.31M 0.02%
44,588
+363
378
$1.3M 0.02%
12,255
-6,457
379
$1.29M 0.02%
42,737
-1,365
380
$1.29M 0.02%
6,893
-812
381
$1.27M 0.02%
15,823
-56
382
$1.27M 0.02%
29,778
-4,243
383
$1.26M 0.02%
72,261
+192
384
$1.26M 0.02%
22,626
-543
385
$1.26M 0.02%
3,902
-500
386
$1.25M 0.02%
18,112
+2,610
387
$1.24M 0.02%
9,904
-2,584
388
$1.24M 0.02%
79,021
-437
389
$1.23M 0.02%
2,364
-678
390
$1.23M 0.02%
14,473
-903
391
$1.23M 0.02%
12,236
-280
392
$1.22M 0.02%
24,320
+3,253
393
$1.21M 0.02%
10,324
-43
394
$1.21M 0.02%
16,670
-3,661
395
$1.2M 0.02%
11,016
-327
396
$1.2M 0.02%
2,981
-475
397
$1.18M 0.02%
2,462
-227
398
$1.18M 0.02%
96,099
-12,010
399
$1.18M 0.02%
40,409
+6,559
400
$1.17M 0.02%
9,427
-1,631
14 15
16
17 18