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
76
$2.25M 0.24%
23,091
+545
77
$2.2M 0.23%
10,739
+255
78
$2.13M 0.22%
28,384
+286
79
$2.05M 0.21%
6,866
+114
80
$1.99M 0.21%
67,518
+1,273
81
$1.93M 0.2%
8,416
+146
82
$1.81M 0.19%
18,496
+311
83
$1.63M 0.17%
23,110
+377
84
$1.46M 0.15%
18,032
+383
85
$1.36M 0.14%
30,054
+1,308
86
$1.14M 0.12%
17,985
+238
87
$1.13M 0.12%
3,684
88
$998K 0.1%
18,000
89
$947K 0.1%
2,623
90
$934K 0.1%
15,400
91
$842K 0.09%
+9,181
92
$834K 0.09%
+8,385
93
$631K 0.07%
1,701
-240
94
$550K 0.06%
978
95
$539K 0.06%
4,513
96
$489K 0.05%
874
-1,479
97
$469K 0.05%
1,506
98
$427K 0.04%
2,268
99
$306K 0.03%
575
-20
100
$249K 0.03%
1,781
1 2 3
4
5