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
26
$62.6M 0.91%
270,201
-1,938
27
$60.8M 0.88%
1,239,395
+35,352
28
$57.9M 0.84%
2,090,777
-89,392
29
$57.8M 0.84%
748,125
+5,724
30
$57M 0.83%
704,125
-3,707
31
$55M 0.8%
121,248
+8,220
32
$53.1M 0.77%
1,905,763
-67,305
33
$52.9M 0.77%
744,770
-4,644
34
$52.2M 0.76%
2,020,567
+67,905
35
$51.2M 0.74%
806,825
-8,849
36
$50.6M 0.74%
560,069
+1,895
37
$50.2M 0.73%
265,187
-8,008
38
$47M 0.68%
60,893
-3,479
39
$44.2M 0.64%
628,960
-6,349
40
$43.8M 0.64%
74,860
+1,110
41
$43.3M 0.63%
111,189
+4,206
42
$42.7M 0.62%
46,633
+856
43
$40.6M 0.59%
213,444
+10,721
44
$40M 0.58%
166,811
+16,892
45
$37.6M 0.55%
753,704
-12,874
46
$37M 0.54%
1,006,844
+26,830
47
$36.4M 0.53%
186,109
-1,891
48
$35M 0.51%
325,065
-3,314
49
$34.5M 0.5%
387,304
-10,473
50
$33.6M 0.49%
66,429
+1,362
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