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
51
$33.4M 0.49%
105,657
+1,142
52
$29.3M 0.43%
509,105
+6,902
53
$29.2M 0.42%
72,272
-2,397
54
$26.2M 0.38%
156,209
+5,006
55
$24.2M 0.35%
320,030
+12,581
56
$23.7M 0.34%
910,701
-19,722
57
$23.2M 0.34%
914,556
+30,896
58
$22.5M 0.33%
126,820
-7,704
59
$21.9M 0.32%
189,166
-1,793
60
$21.8M 0.32%
628,710
-1,201,625
61
$21.6M 0.31%
376,928
-4,895
62
$21.6M 0.31%
178,641
-6,537
63
$21.1M 0.31%
145,990
+987
64
$20.4M 0.3%
272,595
-6,514
65
$20.2M 0.29%
60,539
+2,503
66
$20M 0.29%
354,701
-2,868
67
$20M 0.29%
306,634
+10,617
68
$19.9M 0.29%
137,369
-6,218
69
$19.8M 0.29%
197,060
+17,378
70
$19.1M 0.28%
217,218
-4,767
71
$18.6M 0.27%
45,251
-3,069
72
$18.4M 0.27%
160,122
-550
73
$18M 0.26%
34,203
-682
74
$18M 0.26%
181,038
-2,859
75
$17.9M 0.26%
371,889
-14,260
1 2
3
4 5