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
$7.96B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,010
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$13.3M
3
+$10.5M
4
ANET icon
Arista Networks
ANET
+$9.37M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$6.65M

Top Sells

1
+$30.2M
2
+$23.9M
3
+$16.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.2M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$14.4M

Sector Composition

1 Technology 13.17%
2 Financials 4.41%
3 Consumer Discretionary 3.63%
4 Industrials 3.34%
5 Communication Services 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
426
HDFC Bank
HDB
$184B
$1.33M 0.02%
38,790
+52
CLOA icon
427
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.46B
$1.32M 0.02%
25,485
+3,160
DFAT icon
428
Dimensional US Targeted Value ETF
DFAT
$12B
$1.32M 0.02%
22,626
GIS icon
429
General Mills
GIS
$24.6B
$1.31M 0.02%
26,027
-1,848
INTC icon
430
Intel
INTC
$209B
$1.3M 0.02%
38,763
+787
DEO icon
431
Diageo
DEO
$51.2B
$1.29M 0.02%
13,564
-6,213
CMG icon
432
Chipotle Mexican Grill
CMG
$44.9B
$1.28M 0.02%
32,648
-4,415
MUFG icon
433
Mitsubishi UFJ Financial
MUFG
$185B
$1.27M 0.02%
79,409
+50,585
AMT icon
434
American Tower
AMT
$82.5B
$1.26M 0.02%
6,529
+1,217
KLAC icon
435
KLA
KLAC
$159B
$1.24M 0.02%
1,153
+22
KWEB icon
436
KraneShares CSI China Internet ETF
KWEB
$8.94B
$1.24M 0.02%
29,492
+19,951
SHYG icon
437
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$1.23M 0.02%
28,433
-1,126
CGXU icon
438
Capital Group International Focus Equity ETF
CGXU
$4.35B
$1.22M 0.02%
41,286
+1,511
EMXC icon
439
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.2B
$1.22M 0.02%
18,033
+321
COR icon
440
Cencora
COR
$65B
$1.22M 0.02%
3,893
+96
TGT icon
441
Target
TGT
$41.2B
$1.21M 0.02%
13,532
+2,102
PBR icon
442
Petrobras
PBR
$82.5B
$1.2M 0.02%
95,022
-6,133
BMY icon
443
Bristol-Myers Squibb
BMY
$104B
$1.2M 0.02%
26,661
-1,111
SLV icon
444
iShares Silver Trust
SLV
$29.3B
$1.2M 0.02%
28,379
+1,185
KOID
445
KraneShares Global Humanoid and Embodied Intelligence Index ETF
KOID
$84.5M
$1.2M 0.02%
+37,460
MCK icon
446
McKesson
MCK
$99.4B
$1.18M 0.01%
1,530
-13
AWK icon
447
American Water Works
AWK
$25.6B
$1.18M 0.01%
8,486
-662
RCL icon
448
Royal Caribbean
RCL
$72.5B
$1.18M 0.01%
3,633
+233
CL icon
449
Colgate-Palmolive
CL
$63B
$1.16M 0.01%
14,496
-1,265
PWR icon
450
Quanta Services
PWR
$68B
$1.16M 0.01%
2,793
+938
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