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
676
$342K 0.01%
3,805
+34
677
$341K 0.01%
+3,156
678
$341K ﹤0.01%
4,374
+187
679
$340K ﹤0.01%
7,161
-2,624
680
$340K ﹤0.01%
567
+3
681
$340K ﹤0.01%
3,388
+104
682
$339K ﹤0.01%
2,750
+370
683
$339K ﹤0.01%
636
+5
684
$338K ﹤0.01%
1,930
-380
685
$337K ﹤0.01%
10,000
686
$337K ﹤0.01%
2,945
-186
687
$337K ﹤0.01%
5,753
+73
688
$337K ﹤0.01%
2,826
+2
689
$337K ﹤0.01%
3,970
-1,003
690
$336K ﹤0.01%
1,972
+188
691
$335K ﹤0.01%
3,894
-474
692
$334K ﹤0.01%
6,740
+113
693
$334K ﹤0.01%
+6,145
694
$334K ﹤0.01%
6,899
+976
695
$334K ﹤0.01%
6,710
-728
696
$334K ﹤0.01%
+15,609
697
$333K ﹤0.01%
2,849
-769
698
$331K ﹤0.01%
3,366
-62
699
$330K ﹤0.01%
1,607
-352
700
$327K ﹤0.01%
1,611
+1,599
26 27
28
29 30