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
151
$6.49M 0.09%
50,880
+759
152
$6.49M 0.09%
70,752
-9,723
153
$6.39M 0.09%
52,870
+319
154
$6.35M 0.09%
10,218
+1,132
155
$6.35M 0.09%
185,555
-3,690
156
$6.32M 0.09%
126,487
+11,437
157
$6.22M 0.09%
25,692
-455
158
$6.21M 0.09%
37,256
+2,031
159
$6.21M 0.09%
9,884
+354
160
$6.1M 0.09%
62,337
+4,929
161
$6.1M 0.09%
54,763
-77,684
162
$6.02M 0.09%
30,402
-2,566
163
$6M 0.09%
31,578
+2,426
164
$5.91M 0.09%
54,043
+52,042
165
$5.74M 0.08%
27,931
+233
166
$5.59M 0.08%
36,371
-412
167
$5.53M 0.08%
28,973
-1,076
168
$5.53M 0.08%
147,591
-15,274
169
$5.49M 0.08%
60,141
-40,321
170
$5.45M 0.08%
121,516
+11,486
171
$5.4M 0.08%
25,129
+1,679
172
$5.39M 0.08%
62,612
-1,579
173
$5.28M 0.08%
52,590
-5,501
174
$5.28M 0.08%
1,062
+273
175
$5.24M 0.08%
73,068
+14,238
5 6
7
8 9