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
201
$4.28M 0.06%
49,638
-1,482
202
$4.28M 0.06%
20,144
203
$4.27M 0.06%
80,435
-1,205
204
$4.26M 0.06%
108,128
-3,769
205
$4.22M 0.06%
16,356
-419
206
$4.18M 0.06%
20,711
-23
207
$4.15M 0.06%
45,421
-502
208
$4.15M 0.06%
16,812
-82
209
$4.13M 0.06%
33,300
-1,204
210
$4.11M 0.06%
64,793
+59
211
$4.11M 0.06%
7,891
-564
212
$4.09M 0.06%
69,124
-7,455
213
$4.05M 0.06%
102,315
-6,671
214
$4.03M 0.06%
48,947
-10,050
215
$4M 0.06%
70,620
-711
216
$3.98M 0.06%
17,469
-530
217
$3.98M 0.06%
30,794
-514
218
$3.91M 0.06%
77,621
-5,183
219
$3.89M 0.06%
35,155
-6,457
220
$3.88M 0.06%
22,169
+1,458
221
$3.87M 0.06%
34,250
-3,074
222
$3.87M 0.06%
11,577
+903
223
$3.86M 0.06%
29,188
+52
224
$3.85M 0.06%
132,690
-4,550
225
$3.83M 0.06%
18,037
-330
7 8
9
10 11