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
426
$976K 0.01%
17,594
+697
427
$967K 0.01%
4,599
-116
428
$967K 0.01%
7,380
-410
429
$965K 0.01%
9,179
-1,230
430
$960K 0.01%
35,173
+10,983
431
$953K 0.01%
12,874
+1,875
432
$950K 0.01%
13,921
+252
433
$948K 0.01%
18,777
-3,959
434
$924K 0.01%
4,007
-147
435
$924K 0.01%
1,621
+12
436
$924K 0.01%
104,116
+15,030
437
$921K 0.01%
2,408
-4,432
438
$916K 0.01%
5,139
+429
439
$909K 0.01%
18,405
-4,690
440
$904K 0.01%
14,973
+4,990
441
$902K 0.01%
2,443
-321
442
$900K 0.01%
11,261
-11,028
443
$898K 0.01%
7,905
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444
$898K 0.01%
33,623
-4,827
445
$894K 0.01%
79,190
+17,348
446
$890K 0.01%
9,960
-96
447
$886K 0.01%
6,151
-404
448
$884K 0.01%
7,991
449
$875K 0.01%
12,016
+181
450
$874K 0.01%
27,786
-4,847
16 17
18
19 20