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
776
$256K ﹤0.01%
3,440
-2,170
777
$255K ﹤0.01%
77,190
-134
778
$255K ﹤0.01%
10,720
779
$251K ﹤0.01%
1,977
-371
780
$250K ﹤0.01%
4,151
+163
781
$250K ﹤0.01%
2,544
-52
782
$249K ﹤0.01%
3,201
783
$249K ﹤0.01%
+6,681
784
$248K ﹤0.01%
6,586
-2,980
785
$248K ﹤0.01%
12,335
+410
786
$247K ﹤0.01%
5,837
+1
787
$247K ﹤0.01%
509
+2
788
$246K ﹤0.01%
1,017
+6
789
$244K ﹤0.01%
3,287
-228
790
$244K ﹤0.01%
9,498
791
$243K ﹤0.01%
11,544
-6,611
792
$241K ﹤0.01%
1,646
+74
793
$241K ﹤0.01%
3,812
794
$238K ﹤0.01%
+5,814
795
$237K ﹤0.01%
2,115
+92
796
$237K ﹤0.01%
74
-2
797
$237K ﹤0.01%
2,950
+104
798
$236K ﹤0.01%
+5,836
799
$236K ﹤0.01%
1,307
+1
800
$235K ﹤0.01%
12,851
+1,546
30 31
32
33 34