PCIA

Prime Capital Investment Advisors Portfolio holdings

AUM $8.21B
1-Year Est. Return 18.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.64%
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
+$26.8M
2
+$24.7M
3
+$7.71M
4
GEV icon
GE Vernova
GEV
+$6.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.8M

Top Sells

1
+$55.7M
2
+$42.3M
3
+$25.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.2M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$8.9M

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
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$440K 0.01%
4,324
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604
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744
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15,786
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3,508
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607
$437K 0.01%
16,169
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608
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609
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7,306
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610
$432K 0.01%
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611
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612
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3,226
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613
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614
$422K 0.01%
10,994
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615
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619
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620
$412K 0.01%
1,709
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621
$411K 0.01%
23,478
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8,273
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623
$409K 0.01%
10,921
624
$408K 0.01%
3,654
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625
$405K 0.01%
58,642
-59,972
23 24
25
26 27