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
$893M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$8.47M
3
+$4.87M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.76M
5
GEV icon
GE Vernova
GEV
+$2.29M

Top Sells

1
+$5.64M
2
+$4.13M
3
+$2.18M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.06M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.09M

Sector Composition

1 Technology 25.67%
2 Communication Services 8.29%
3 Healthcare 7.74%
4 Consumer Discretionary 7.71%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.02%
2,020
102
– –
-10,155
103
– –
0
1 2 3 4
5