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
AGGH icon
751
Simplify Aggregate Bond ETF
AGGH
$320M
$356K ﹤0.01%
17,207
GPC icon
752
Genuine Parts
GPC
$18.2B
$355K ﹤0.01%
2,564
-260
XT icon
753
iShares Future Exponential Technologies ETF
XT
$3.63B
$353K ﹤0.01%
4,904
-447
EOG icon
754
EOG Resources
EOG
$57.7B
$352K ﹤0.01%
3,141
+83
DASH icon
755
DoorDash
DASH
$89.2B
$351K ﹤0.01%
1,292
+100
BITB icon
756
Bitwise Bitcoin ETF
BITB
$3.43B
$349K ﹤0.01%
5,605
+170
VUSB icon
757
Vanguard Ultra-Short Bond ETF
VUSB
$6.77B
$348K ﹤0.01%
6,953
+80
SMFG icon
758
Sumitomo Mitsui Financial
SMFG
$133B
$345K ﹤0.01%
20,634
+8
MXI icon
759
iShares Global Materials ETF
MXI
$285M
$345K ﹤0.01%
3,732
+38
AA icon
760
Alcoa
AA
$16B
$345K ﹤0.01%
10,478
+41
AVDE icon
761
Avantis International Equity ETF
AVDE
$12.3B
$343K ﹤0.01%
4,347
-1
EFG icon
762
iShares MSCI EAFE Growth ETF
EFG
$9.64B
$343K ﹤0.01%
3,011
-32
AFRM icon
763
Affirm
AFRM
$23.6B
$343K ﹤0.01%
4,691
+1,458
BHP icon
764
BHP
BHP
$163B
$343K ﹤0.01%
6,147
+624
SAIC icon
765
Saic
SAIC
$4.89B
$339K ﹤0.01%
3,414
-13
JAZZ icon
766
Jazz Pharmaceuticals
JAZZ
$10.1B
$337K ﹤0.01%
2,559
-21
PSTG icon
767
Pure Storage
PSTG
$23.3B
$334K ﹤0.01%
3,991
+59
VRSK icon
768
Verisk Analytics
VRSK
$30.3B
$333K ﹤0.01%
1,325
-90
IBMP icon
769
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$606M
$332K ﹤0.01%
13,047
-529
DTE icon
770
DTE Energy
DTE
$28.2B
$332K ﹤0.01%
2,350
+16
CMA icon
771
Comerica
CMA
$11.8B
$332K ﹤0.01%
4,839
+40
SLB icon
772
SLB Ltd
SLB
$69.4B
$332K ﹤0.01%
9,646
-354
TSN icon
773
Tyson Foods
TSN
$21.6B
$331K ﹤0.01%
6,105
-1,122
RGTI icon
774
Rigetti Computing
RGTI
$8.38B
$330K ﹤0.01%
+11,087
CRH icon
775
CRH
CRH
$80.7B
$330K ﹤0.01%
2,753
29 30
31
32 33