PIA

Petredis Investment Advisors Portfolio holdings

AUM $1.28B
1-Year Est. Return 27.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$727M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$3.96M
3
+$2.66M
4
CMCSA icon
Comcast
CMCSA
+$2.42M
5
PSA icon
Public Storage
PSA
+$2.26M

Top Sells

1
+$11.4M
2
+$2.99M
3
+$2.43M
4
PYPL icon
PayPal
PYPL
+$1.95M
5
MA icon
Mastercard
MA
+$1.83M

Sector Composition

1 Technology 22.07%
2 Healthcare 8.07%
3 Consumer Discretionary 7.58%
4 Communication Services 6.64%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-114,101
102
– –
-117
1 2 3 4
5