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
101
$12.2M 0.18%
127,598
+388
102
$11.7M 0.17%
45,028
-3,393
103
$11.3M 0.16%
235,135
+4,600
104
$11.1M 0.16%
108,866
-4,530
105
$10.9M 0.16%
126,798
-2,646
106
$10.9M 0.16%
220,710
+11,284
107
$10.8M 0.16%
214,699
+114,808
108
$10.8M 0.16%
142,511
-9,161
109
$10.6M 0.15%
203,219
-10,981
110
$10.3M 0.15%
200,329
-14,048
111
$10.2M 0.15%
668,889
-17,430
112
$10.2M 0.15%
96,462
+951
113
$9.97M 0.14%
165,295
+107,973
114
$9.89M 0.14%
371,422
-8,758
115
$9.62M 0.14%
107,379
+7,521
116
$9.57M 0.14%
421,532
-34,507
117
$9.51M 0.14%
34,097
+8,769
118
$9.47M 0.14%
294,161
-8,872
119
$9.45M 0.14%
160,402
+9,507
120
$9.38M 0.14%
305,222
+24,044
121
$9.34M 0.14%
25,736
-3,333
122
$9.29M 0.13%
26,399
-1,194
123
$9.12M 0.13%
27,733
+19,596
124
$9.11M 0.13%
115,260
-7,245
125
$9.04M 0.13%
38,445
+3,727
3 4
5
6 7