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
$957M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$6.87M
3 +$4.88M
4
MU icon
Micron Technology
MU
+$3.6M
5
AMZN icon
Amazon
AMZN
+$2.84M

Top Sells

1 +$3.52M
2 +$2.88M
3 +$2.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.95M
5
CRWD icon
CrowdStrike
CRWD
+$1.32M

Sector Composition

1 Technology 21.69%
2 Consumer Discretionary 8%
3 Communication Services 7.32%
4 Healthcare 6.94%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,912
102
-3,268