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
826
$220K ﹤0.01%
+20,119
827
$220K ﹤0.01%
44,990
+1,180
828
$219K ﹤0.01%
+3,270
829
$218K ﹤0.01%
4,281
-128
830
$218K ﹤0.01%
10,761
+47
831
$218K ﹤0.01%
1,275
+1
832
$217K ﹤0.01%
2,281
+8
833
$217K ﹤0.01%
2,574
-1,722
834
$217K ﹤0.01%
2,513
-335
835
$216K ﹤0.01%
+5,188
836
$215K ﹤0.01%
583
+111
837
$215K ﹤0.01%
630
-2,466
838
$215K ﹤0.01%
4,491
839
$214K ﹤0.01%
2,489
-1,071
840
$214K ﹤0.01%
2,748
-7,002
841
$213K ﹤0.01%
+2,361
842
$213K ﹤0.01%
+1,303
843
$213K ﹤0.01%
23,129
+1,237
844
$212K ﹤0.01%
1,775
+130
845
$212K ﹤0.01%
2,833
+184
846
$212K ﹤0.01%
23,383
-6
847
$211K ﹤0.01%
+669
848
$211K ﹤0.01%
+3,390
849
$211K ﹤0.01%
22,405
+3,444
850
$211K ﹤0.01%
4,018
-1,851
32 33
34
35 36