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
476
$758K 0.01%
3,049
+1
477
$757K 0.01%
5,696
+4
478
$751K 0.01%
3,960
+10
479
$741K 0.01%
4,204
-63
480
$740K 0.01%
3,974
-1,382
481
$737K 0.01%
16,429
-18,778
482
$737K 0.01%
14,163
+6,722
483
$732K 0.01%
24,527
-5,662
484
$731K 0.01%
13,692
-1,631
485
$730K 0.01%
4,711
-93
486
$723K 0.01%
6,254
+627
487
$720K 0.01%
3,390
-335
488
$714K 0.01%
7,094
+61
489
$703K 0.01%
15,657
-451
490
$698K 0.01%
3,805
-364
491
$695K 0.01%
13,334
-1,748
492
$695K 0.01%
28,721
+189
493
$692K 0.01%
14,466
+7,986
494
$690K 0.01%
1,095
-115
495
$689K 0.01%
7,837
-3,495
496
$688K 0.01%
11,246
+204
497
$682K 0.01%
4,610
-6,664
498
$679K 0.01%
23,901
-5,075
499
$677K 0.01%
5,041
+4
500
$677K 0.01%
4,473
-130
18 19
20
21 22