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
451
$871K 0.01%
16,422
+6,817
452
$870K 0.01%
28,540
+3,170
453
$868K 0.01%
27,684
+6,093
454
$859K 0.01%
18,189
-2,445
455
$855K 0.01%
15,882
+242
456
$852K 0.01%
13,017
+719
457
$851K 0.01%
19,216
+90
458
$844K 0.01%
46,654
-43
459
$842K 0.01%
3,049
-76
460
$834K 0.01%
22,441
+3,408
461
$832K 0.01%
4,314
-91
462
$830K 0.01%
3,370
-409
463
$825K 0.01%
3,670
-98
464
$816K 0.01%
2,716
-223
465
$813K 0.01%
3,864
+208
466
$810K 0.01%
48,063
-1,000
467
$809K 0.01%
5,783
-322
468
$798K 0.01%
2,699
+612
469
$797K 0.01%
39,756
+1,201
470
$790K 0.01%
5,888
+32
471
$789K 0.01%
3,365
-16
472
$787K 0.01%
3,518
+769
473
$778K 0.01%
15,309
-2,495
474
$771K 0.01%
6,675
-2,322
475
$766K 0.01%
6,681
+1,780
17 18
19
20 21