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
726
$301K ﹤0.01%
7,090
+660
727
$300K ﹤0.01%
20,738
-278
728
$300K ﹤0.01%
2,863
729
$299K ﹤0.01%
2,252
+71
730
$297K ﹤0.01%
3,828
-442
731
$297K ﹤0.01%
1,716
-62
732
$297K ﹤0.01%
+917
733
$296K ﹤0.01%
24,413
-1,593
734
$294K ﹤0.01%
1,144
+31
735
$294K ﹤0.01%
6,023
-1,702
736
$294K ﹤0.01%
16,593
+30
737
$293K ﹤0.01%
4,741
-526
738
$292K ﹤0.01%
4,207
-298
739
$290K ﹤0.01%
1,220
+2
740
$289K ﹤0.01%
+1,540
741
$289K ﹤0.01%
6,070
-35
742
$288K ﹤0.01%
19,026
-4,839
743
$288K ﹤0.01%
2,015
+31
744
$288K ﹤0.01%
1,696
-8
745
$288K ﹤0.01%
9,442
+1,269
746
$286K ﹤0.01%
15,113
+645
747
$286K ﹤0.01%
5,247
-162
748
$284K ﹤0.01%
3,138
-189
749
$283K ﹤0.01%
+14,684
750
$282K ﹤0.01%
2,400
+5
28 29
30
31 32