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
$968M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$5.33M
3
+$5.15M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.79M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.27M

Top Sells

1
+$3.12M
2
+$2.91M
3
+$2.32M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$2.29M
5
UPS icon
United Parcel Service
UPS
+$1.82M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 8.61%
3 Communication Services 8.2%
4 Healthcare 6.42%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,103
102
– –
-4,456
103
– –
-80,111
104
– –
0
105
– –
-13,356
1 2 3 4
5