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
701
$326K ﹤0.01%
3,363
-424
702
$325K ﹤0.01%
6,418
+573
703
$324K ﹤0.01%
3,713
+5
704
$323K ﹤0.01%
27,586
+1,542
705
$323K ﹤0.01%
2,625
+6
706
$323K ﹤0.01%
4,787
+263
707
$323K ﹤0.01%
4,730
-18
708
$323K ﹤0.01%
8,924
+228
709
$321K ﹤0.01%
3,596
-19
710
$321K ﹤0.01%
5,220
+999
711
$320K ﹤0.01%
1,889
-414
712
$319K ﹤0.01%
8,007
+1,742
713
$318K ﹤0.01%
6,105
-1,176
714
$315K ﹤0.01%
9,318
-35
715
$314K ﹤0.01%
12,475
716
$313K ﹤0.01%
4,205
-266
717
$312K ﹤0.01%
1,157
+295
718
$312K ﹤0.01%
10,902
719
$312K ﹤0.01%
8,292
-627
720
$312K ﹤0.01%
13,021
-37
721
$311K ﹤0.01%
8,571
+349
722
$305K ﹤0.01%
9,376
723
$305K ﹤0.01%
20,188
-127
724
$302K ﹤0.01%
3,473
+224
725
$301K ﹤0.01%
5,306
-844
27 28
29
30 31