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
$833M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$1.48M
3 +$1.31M
4
MSFT icon
Microsoft
MSFT
+$1.16M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$978K

Top Sells

1 +$16.9M
2 +$6.27M
3 +$1.99M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$658K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$478K

Sector Composition

1 Technology 24.07%
2 Healthcare 8.3%
3 Consumer Discretionary 8.06%
4 Communication Services 7.93%
5 Industrials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0