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
501
$674K 0.01%
28,006
-2,785
502
$672K 0.01%
13,451
-2,079
503
$670K 0.01%
+2,312
504
$668K 0.01%
8,834
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505
$668K 0.01%
25,364
-42
506
$665K 0.01%
12,488
-381
507
$665K 0.01%
7,325
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508
$661K 0.01%
12,212
+383
509
$659K 0.01%
9,664
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510
$652K 0.01%
11,439
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511
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4,915
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512
$648K 0.01%
2,552
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513
$647K 0.01%
8,294
+300
514
$647K 0.01%
6,006
-702
515
$646K 0.01%
11,086
+83
516
$643K 0.01%
5,105
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517
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372
518
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67,042
-8,725
519
$636K 0.01%
913
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520
$635K 0.01%
7,752
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521
$632K 0.01%
13,210
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522
$630K 0.01%
11,375
-134
523
$624K 0.01%
2,836
+793
524
$622K 0.01%
2,717
+6
525
$621K 0.01%
20,378
19 20
21
22 23