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
651
$381K 0.01%
5,867
+10
652
$380K 0.01%
1,378
+32
653
$376K 0.01%
1,020
-294
654
$372K 0.01%
1,884
-1
655
$370K 0.01%
14,884
-571
656
$369K 0.01%
15,568
+61
657
$368K 0.01%
17,249
+133
658
$368K 0.01%
21,463
+171
659
$365K 0.01%
+15,070
660
$365K 0.01%
3,227
+37
661
$365K 0.01%
4,746
-373
662
$356K 0.01%
7,573
-819
663
$356K 0.01%
2,752
+94
664
$355K 0.01%
499
-799
665
$354K 0.01%
6,465
+1,765
666
$353K 0.01%
7,747
+405
667
$349K 0.01%
11,816
-1,752
668
$348K 0.01%
9,171
-63
669
$348K 0.01%
4,446
+24
670
$347K 0.01%
11,974
+2,643
671
$347K 0.01%
4,083
-494
672
$346K 0.01%
26,047
-499
673
$345K 0.01%
8,260
-5,693
674
$345K 0.01%
19,304
+6,546
675
$343K 0.01%
+11,730
25 26
27
28 29