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
51
$4.05M 0.42%
39,427
-22,004
52
$4.04M 0.42%
16,945
+203
53
$3.88M 0.41%
62,858
+633
54
$3.75M 0.39%
815
+2
55
$3.59M 0.38%
40,011
+795
56
$3.58M 0.37%
7,199
+72
57
$3.53M 0.37%
10,014
-3,752
58
$3.45M 0.36%
20,234
+237
59
$3.33M 0.35%
4,949
+69
60
$3.21M 0.34%
10,502
+166
61
$3.2M 0.33%
20,485
+473
62
$3.18M 0.33%
65,510
+813
63
$3.16M 0.33%
6,776
+163
64
$2.98M 0.31%
7,780
+193
65
$2.77M 0.29%
727
+15
66
$2.65M 0.28%
4,315
+43
67
$2.6M 0.27%
12,274
+163
68
$2.59M 0.27%
+7,868
69
$2.45M 0.26%
7,861
+127
70
$2.45M 0.26%
+14,338
71
$2.4M 0.25%
26,762
+596
72
$2.39M 0.25%
24,185
+317
73
$2.3M 0.24%
12,823
+171
74
$2.26M 0.24%
14,725
+188
75
$2.26M 0.24%
61,260
+1,355
1 2
3
4 5