PIA
Petredis Investment Advisors Portfolio holdings
AUM
$1.25B
1-Year Est. Return
26.79%
1 Year Est. Return
+26.79%
AUM
$1.14B
AUM Growth
+$184M
(+19%)
Holding
107
Top Buys
| 1 | +$13.7M | |
| 2 | +$13.5M | |
| 3 | +$10.9M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.3M |
| 5 |
Broadcom
AVGO
|
+$4.87M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$1.63M | |
| 3 | +$1.14M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$842K |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$834K |
Sector Composition
| 1 | Technology | 23.52% |
| 2 | Consumer Discretionary | 7.59% |
| 3 | Communication Services | 7.58% |
| 4 | Healthcare | 5.1% |
| 5 | Industrials | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Oracle
ORCL
$620B
| $389K | 0.03% |
1,781
|
|
||
102
Berkshire Hathaway Class B
BRK.B
$1.09T
| $279K | 0.02% |
575
|
|
||
103
Nike
NKE
$97.4B
| – | – |
-17,985
|
|
||
|
104
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
| – | – |
-9,181
|
|
||
|
105
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
| – | – |
-8,385
|
|
||
106
iShares Core S&P 500 ETF
IVV
$736B
| – | – |
-978
|
|
||
107
LyondellBasell Industries
LYB
$14B
| – | – |
-23,110
|
|