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
126
$9.01M 0.13%
144,649
+2,622
127
$8.88M 0.13%
77,580
+871
128
$8.8M 0.13%
212,660
-7,655
129
$8.73M 0.13%
98,765
+1,361
130
$8.54M 0.12%
32,316
-1,016
131
$8.49M 0.12%
29,019
-1,990
132
$8.47M 0.12%
192,772
-5,089
133
$8.42M 0.12%
50,510
-4,510
134
$8.28M 0.12%
132,989
-2,560
135
$8.15M 0.12%
150,945
-1,602
136
$8.13M 0.12%
156,677
+785
137
$8.03M 0.12%
14,015
+4,035
138
$7.75M 0.11%
35,277
-775
139
$7.72M 0.11%
48,369
+3,835
140
$7.57M 0.11%
112,286
141
$7.27M 0.11%
153,792
-6,399
142
$7.23M 0.11%
55,081
-807
143
$7.16M 0.1%
25,044
-1,075
144
$6.98M 0.1%
31,581
+3,841
145
$6.84M 0.1%
38,751
+3,444
146
$6.82M 0.1%
73,814
-4,054
147
$6.77M 0.1%
257,582
-660
148
$6.72M 0.1%
48,851
-4,898
149
$6.6M 0.1%
36,263
+5,721
150
$6.59M 0.1%
34,184
-625
4 5
6
7 8