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
901
$69.9K ﹤0.01%
+23,955
902
$69.6K ﹤0.01%
+10,731
903
$68K ﹤0.01%
11,772
-14,854
904
$66.5K ﹤0.01%
5,014
+3,022
905
$64.7K ﹤0.01%
+35,337
906
$64.6K ﹤0.01%
+10,255
907
$62.9K ﹤0.01%
+49,525
908
$57.3K ﹤0.01%
+31,290
909
$54K ﹤0.01%
+50,000
910
$52.8K ﹤0.01%
+13,960
911
$50.7K ﹤0.01%
+22,223
912
$49.9K ﹤0.01%
10,000
913
$43.4K ﹤0.01%
+13,917
914
$37.3K ﹤0.01%
27,208
+15,723
915
$31.7K ﹤0.01%
17,160
-525
916
$4.69K ﹤0.01%
39,088
917
$1.41K ﹤0.01%
+42
918
$1.3K ﹤0.01%
+12
919
$1.08K ﹤0.01%
14
920
– –
-80,400
921
– –
-1,321
922
– –
-2,444
923
– –
-1,840
924
– –
-4,075
925
– –
-4,556
35 36
37
38 39