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
576
$489K 0.01%
8,192
+924
577
$483K 0.01%
3,254
-99
578
$482K 0.01%
12,950
+4,557
579
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20,405
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$479K 0.01%
28,034
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581
$478K 0.01%
18,483
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582
$472K 0.01%
8,214
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583
$471K 0.01%
4,644
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584
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5,629
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585
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6,545
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586
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6,377
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$460K 0.01%
1,095
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588
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46,198
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589
$456K 0.01%
8,362
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590
$456K 0.01%
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591
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11,259
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592
$454K 0.01%
5,431
-1,989
593
$453K 0.01%
10,445
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594
$452K 0.01%
14,258
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595
$452K 0.01%
7,558
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596
$448K 0.01%
3,416
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597
$448K 0.01%
8,175
598
$448K 0.01%
14,794
+124
599
$444K 0.01%
11,755
-995
600
$443K 0.01%
22,341
+1,394
22 23
24
25 26