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
401
$1.17M 0.02%
23,011
-2,894
402
$1.17M 0.02%
5,797
-474
403
$1.16M 0.02%
16,382
-438
404
$1.15M 0.02%
2,421
-33
405
$1.14M 0.02%
33,920
-1,375
406
$1.14M 0.02%
88,588
+12,722
407
$1.13M 0.02%
25,664
+14,680
408
$1.12M 0.02%
1,584
-223
409
$1.11M 0.02%
56,030
-646
410
$1.08M 0.02%
5,235
+5
411
$1.08M 0.02%
20,474
-173
412
$1.07M 0.02%
15,814
+2,146
413
$1.07M 0.02%
18,442
-954
414
$1.07M 0.02%
11,738
-304
415
$1.07M 0.02%
38,947
-5,885
416
$1.05M 0.02%
5,941
-483
417
$1.05M 0.02%
25,248
+186
418
$1.05M 0.02%
3,493
-1,030
419
$1.04M 0.02%
48,352
-18,680
420
$1.04M 0.02%
16,546
-113
421
$1.03M 0.02%
18,597
-2,432
422
$1.02M 0.01%
12,740
-3,228
423
$1.01M 0.01%
44,456
-492
424
$986K 0.01%
5,248
-665
425
$983K 0.01%
1,546
+127
15 16
17
18 19