PIAS
PCA Investment Advisory Services Portfolio holdings
AUM
$270M
1-Year Est. Return
13.5%
1 Year Est. Return
+13.5%
AUM
$270M
AUM Growth
+$33M
(+14%)
Holding
53
Top Buys
| 1 | +$2.21M | |
| 2 | +$1.89M | |
| 3 | +$1.64M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$1.62M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$1.39M |
Top Sells
| 1 | +$128K | |
| 2 | +$114K | |
| 3 | +$110K | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$91.9K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$85.3K |
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Communication Services | 2.5% |
| 3 | Consumer Staples | 1.71% |
| 4 | Consumer Discretionary | 1.25% |
| 5 | Financials | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Innovator US Equity Power Buffer ETF September
PSEP
$901M
| $475K | 0.18% |
+11,067
|
|
||
52
Innovator Defined Wealth Shield ETF
BALT
$2.04B
| $415K | 0.15% |
12,650
|
|
||
53
Cleveland-Cliffs
CLF
$7.98B
| $279K | 0.1% |
+22,856
|
|