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
801
$235K ﹤0.01%
1,912
-283
802
$235K ﹤0.01%
7,274
803
$230K ﹤0.01%
+4,154
804
$229K ﹤0.01%
4,527
+118
805
$228K ﹤0.01%
7,202
-225
806
$227K ﹤0.01%
20,528
-3,524
807
$227K ﹤0.01%
1,003
+25
808
$226K ﹤0.01%
+1,207
809
$226K ﹤0.01%
4,371
-66
810
$226K ﹤0.01%
214
+10
811
$225K ﹤0.01%
655
-22
812
$225K ﹤0.01%
2,649
+46
813
$224K ﹤0.01%
1,928
-201
814
$224K ﹤0.01%
433
+9
815
$224K ﹤0.01%
4,464
+101
816
$223K ﹤0.01%
22,057
+5,387
817
$223K ﹤0.01%
4,399
-1,250
818
$223K ﹤0.01%
11,359
+24
819
$223K ﹤0.01%
+8,958
820
$222K ﹤0.01%
850
-287
821
$222K ﹤0.01%
+3,168
822
$222K ﹤0.01%
7,219
+350
823
$221K ﹤0.01%
30,298
+384
824
$221K ﹤0.01%
+4,342
825
$220K ﹤0.01%
868
-4
31 32
33
34 35