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
76
$17.4M 0.25%
114,229
-49,707
77
$17.1M 0.25%
38,508
-2,318
78
$17M 0.25%
57,360
+3,160
79
$16.9M 0.25%
864,848
+25,726
80
$16.3M 0.24%
163,903
-4,090
81
$15.9M 0.23%
202,043
-13,600
82
$15.6M 0.23%
69,166
-1,968
83
$15.5M 0.23%
174,440
+17,990
84
$15.5M 0.23%
89,865
+4,851
85
$15.2M 0.22%
31,259
+110
86
$14.7M 0.21%
138,167
+9,176
87
$14.5M 0.21%
305,102
+9,310
88
$14.4M 0.21%
73,086
-1,176
89
$14.4M 0.21%
13,576
+651
90
$14.3M 0.21%
33,800
+2,174
91
$14.2M 0.21%
548,859
-19,665
92
$14.1M 0.2%
406,563
+10,874
93
$14M 0.2%
86,014
+9,230
94
$13.9M 0.2%
34,567
-177
95
$13.1M 0.19%
57,684
-6,537
96
$13.1M 0.19%
253,104
+34,213
97
$12.8M 0.19%
55,065
-1,308
98
$12.5M 0.18%
159,585
-8,426
99
$12.5M 0.18%
117,056
-5,545
100
$12.2M 0.18%
42,209
-25,885
2 3
4
5 6