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
876
$146K ﹤0.01%
10,062
-980
877
$139K ﹤0.01%
23,546
+221
878
$131K ﹤0.01%
+14,600
879
$129K ﹤0.01%
10,399
-278
880
$128K ﹤0.01%
13,168
-291
881
$124K ﹤0.01%
13,395
+38
882
$124K ﹤0.01%
10,992
-64
883
$123K ﹤0.01%
14,225
+22
884
$119K ﹤0.01%
30,121
-1,642
885
$118K ﹤0.01%
66,584
-1,401
886
$117K ﹤0.01%
33,008
+3,024
887
$112K ﹤0.01%
11,685
+998
888
$112K ﹤0.01%
10,000
889
$111K ﹤0.01%
24,989
-3,606
890
$110K ﹤0.01%
11,889
+1,442
891
$109K ﹤0.01%
40,168
-258
892
$109K ﹤0.01%
20,571
-3,737
893
$108K ﹤0.01%
13,282
894
$106K ﹤0.01%
+10,040
895
$101K ﹤0.01%
33,228
+19,398
896
$97.4K ﹤0.01%
11,512
897
$88.7K ﹤0.01%
55,762
+40,291
898
$87.7K ﹤0.01%
12,658
-45,395
899
$85.3K ﹤0.01%
10,487
-4,909
900
$77.6K ﹤0.01%
11,473
+1,306
34 35
36
37 38