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
626
$405K 0.01%
13,173
+1,296
627
$403K 0.01%
2,925
+838
628
$403K 0.01%
3,685
-305
629
$401K 0.01%
13,828
-256
630
$401K 0.01%
5,215
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631
$401K 0.01%
3,455
+1,442
632
$399K 0.01%
3,256
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633
$398K 0.01%
14,391
-262
634
$397K 0.01%
6,919
635
$396K 0.01%
3,594
-1,359
636
$394K 0.01%
5,304
637
$393K 0.01%
4,610
-282
638
$393K 0.01%
5,183
-5,479
639
$393K 0.01%
9,480
640
$392K 0.01%
21,524
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641
$392K 0.01%
2,197
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642
$391K 0.01%
46,888
-11,394
643
$388K 0.01%
18,356
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644
$387K 0.01%
1,559
+252
645
$387K 0.01%
6,749
-2,577
646
$385K 0.01%
3,299
-1,071
647
$385K 0.01%
5,826
-229
648
$384K 0.01%
4,760
+457
649
$384K 0.01%
7,650
+3,600
650
$382K 0.01%
+25,030
24 25
26
27 28