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
$727M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$4.81M
3 +$2.91M
4
CMCSA icon
Comcast
CMCSA
+$2.53M
5
TXN icon
Texas Instruments
TXN
+$2.3M

Top Sells

1 +$11.4M
2 +$2.99M
3 +$2.39M
4
PYPL icon
PayPal
PYPL
+$1.95M
5
MA icon
Mastercard
MA
+$1.92M

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
-5,469