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
851
$210K ﹤0.01%
9,694
-1,476
852
$210K ﹤0.01%
+8,428
853
$208K ﹤0.01%
+2,548
854
$207K ﹤0.01%
+3,817
855
$207K ﹤0.01%
+7,269
856
$207K ﹤0.01%
+2,319
857
$206K ﹤0.01%
+4,031
858
$205K ﹤0.01%
5,260
-3,184
859
$204K ﹤0.01%
+9,604
860
$204K ﹤0.01%
980
-572
861
$204K ﹤0.01%
2,189
+1
862
$204K ﹤0.01%
+1,767
863
$203K ﹤0.01%
7,508
-493
864
$200K ﹤0.01%
10,575
-1,925
865
$194K ﹤0.01%
+52,248
866
$189K ﹤0.01%
10,220
-19
867
$188K ﹤0.01%
17,811
-472
868
$180K ﹤0.01%
14,149
+96
869
$172K ﹤0.01%
+11,661
870
$171K ﹤0.01%
14,453
-2,049
871
$168K ﹤0.01%
17,957
+7,129
872
$157K ﹤0.01%
6,196
+2
873
$152K ﹤0.01%
126,700
+100,000
874
$151K ﹤0.01%
33,036
+1,798
875
$150K ﹤0.01%
17,484
33 34
35
36 37