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
601
$441K 0.01%
2,714
-1
602
$441K 0.01%
2,658
-1
603
$440K 0.01%
4,324
-66
604
$440K 0.01%
744
-58
605
$440K 0.01%
15,786
-2,263
606
$438K 0.01%
3,508
+189
607
$437K 0.01%
16,169
+233
608
$433K 0.01%
4,866
-1,301
609
$432K 0.01%
7,306
+14
610
$432K 0.01%
2,897
+95
611
$428K 0.01%
2,995
-2,962
612
$425K 0.01%
3,226
+26
613
$424K 0.01%
12,125
614
$422K 0.01%
10,994
-922
615
$422K 0.01%
12,923
-1,296
616
$421K 0.01%
16,681
-1,742
617
$420K 0.01%
2,269
+27
618
$419K 0.01%
1,397
+16
619
$414K 0.01%
2,639
+197
620
$412K 0.01%
1,709
+24
621
$411K 0.01%
23,478
+450
622
$409K 0.01%
8,273
+5
623
$409K 0.01%
10,921
624
$408K 0.01%
3,654
-584
625
$405K 0.01%
58,642
-59,972
23 24
25
26 27