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
751
$282K ﹤0.01%
23,020
-1,200
752
$282K ﹤0.01%
6,780
+400
753
$282K ﹤0.01%
2,927
+76
754
$281K ﹤0.01%
627
-35
755
$280K ﹤0.01%
10,425
+182
756
$279K ﹤0.01%
4,460
-331
757
$279K ﹤0.01%
7,731
+196
758
$279K ﹤0.01%
6,438
759
$278K ﹤0.01%
10,186
+1,942
760
$274K ﹤0.01%
+2,444
761
$269K ﹤0.01%
4,973
762
$269K ﹤0.01%
4,541
+45
763
$267K ﹤0.01%
+2,979
764
$266K ﹤0.01%
2,447
+16
765
$265K ﹤0.01%
4,103
-8
766
$264K ﹤0.01%
2,188
+42
767
$263K ﹤0.01%
10,075
+491
768
$263K ﹤0.01%
2,961
-55
769
$259K ﹤0.01%
1,378
+11
770
$259K ﹤0.01%
2,579
+411
771
$258K ﹤0.01%
2,198
+10
772
$257K ﹤0.01%
21,147
+1
773
$257K ﹤0.01%
11,730
-383
774
$257K ﹤0.01%
3,945
775
$256K ﹤0.01%
2,474
-6,495
29 30
31
32 33