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
176
$5.22M 0.08%
137,196
-7,493
177
$5.22M 0.08%
25,204
-371
178
$5.12M 0.07%
15,441
+233
179
$5M 0.07%
183,006
-66
180
$4.97M 0.07%
4,846
-364
181
$4.96M 0.07%
144,383
-1,353
182
$4.93M 0.07%
155,039
-42,286
183
$4.87M 0.07%
14,243
-196
184
$4.85M 0.07%
3,825
-55
185
$4.8M 0.07%
13,324
-2,874
186
$4.77M 0.07%
121,096
-20
187
$4.76M 0.07%
186,087
-3,225
188
$4.71M 0.07%
77,108
-957
189
$4.65M 0.07%
61,190
+2,601
190
$4.6M 0.07%
80,222
-400
191
$4.56M 0.07%
287,278
-39,032
192
$4.52M 0.07%
39,219
+2,059
193
$4.51M 0.07%
80,349
-7,542
194
$4.47M 0.06%
93,393
+487
195
$4.43M 0.06%
35,271
+6,782
196
$4.43M 0.06%
35,871
+334
197
$4.35M 0.06%
23,480
+116
198
$4.34M 0.06%
18,054
+895
199
$4.33M 0.06%
120,512
-114
200
$4.3M 0.06%
25,051
-1,766
6 7
8
9 10