PIA

Petredis Investment Advisors Portfolio holdings

AUM $1.25B
1-Year Est. Return 26.79%
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$957M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$6.87M
3
+$4.88M
4
MU icon
Micron Technology
MU
+$3.6M
5
AMZN icon
Amazon
AMZN
+$2.84M

Top Sells

1
+$3.52M
2
+$2.88M
3
+$2.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
CRWD icon
CrowdStrike
CRWD
+$1.32M

Sector Composition

1 Technology 21.69%
2 Consumer Discretionary 8%
3 Communication Services 7.32%
4 Healthcare 6.94%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.78M 0.81%
22,194
+210
27
$7.46M 0.78%
7,996
+61
28
$7.26M 0.76%
61,022
+57,754
29
$6.93M 0.72%
79,799
+41,468
30
$6.73M 0.7%
55,230
+676
31
$6.51M 0.68%
49,277
+1,202
32
$6.35M 0.66%
163,812
+930
33
$6.24M 0.65%
37,652
+924
34
$6.18M 0.65%
48,189
+566
35
$6.08M 0.64%
36,367
-21,014
36
$5.91M 0.62%
90,066
+1,255
37
$5.8M 0.61%
11,716
+122
38
$5.68M 0.59%
33,308
+389
39
$5.46M 0.57%
31,735
+208
40
$5.34M 0.56%
19,901
+234
41
$5.11M 0.53%
35,188
+573
42
$5.1M 0.53%
6,404
+57
43
$4.97M 0.52%
37,460
+630
44
$4.78M 0.5%
8,717
+120
45
$4.75M 0.5%
2,433
+130
46
$4.58M 0.48%
21,865
+333
47
$4.43M 0.46%
54,667
+1,018
48
$4.41M 0.46%
9,880
+93
49
$4.13M 0.43%
31,486
+2,596
50
$4.09M 0.43%
13,388
+148
1
2
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