PIA
Petredis Investment Advisors Portfolio holdings
AUM
$1.28B
1-Year Est. Return
27.74%
This Fund
S&P 500
1 Year Est. Return
+27.74%
AUM
$1.25B
AUM Growth
+$105M
(+9.2%)
Holding
112
Top Buys
| 1 | +$1.5M | |
| 2 | +$1.42M | |
| 3 | +$973K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$918K |
| 5 |
Mercado Libre
MELI
|
+$523K |
Top Sells
| 1 | +$624K | |
| 2 | +$611K | |
| 3 | +$500K | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$304K |
| 5 |
Exxon Mobil
XOM
|
+$267K |
Sector Composition
| 1 | Technology | 24.19% |
| 2 | Communication Services | 7.88% |
| 3 | Consumer Discretionary | 7.47% |
| 4 | Healthcare | 4.87% |
| 5 | Industrials | 4.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vertiv
VRT
$97.5B
| $432K | 0.03% |
+2,861
|
|
||
102
Amgen
AMGN
$209B
| $397K | 0.03% |
1,406
-100
|
|
||
|
OKLO
103
Oklo
OKLO
$9.84B
| $394K | 0.03% |
+3,530
|
|
||
104
Shopify
SHOP
$157B
| $390K | 0.03% |
+2,625
|
|
||
105
Applovin
APP
$147B
| $378K | 0.03% |
+526
|
|
||
106
Berkshire Hathaway Class B
BRK.B
$1.09T
| $339K | 0.03% |
675
+100
|
|
||
107
TSMC
TSM
$1.94T
| $296K | 0.02% |
+1,059
|
|
||
108
Axon Enterprise
AXON
$43.6B
| $276K | 0.02% |
+384
|
|
||
109
Robinhood
HOOD
$68.3B
| $266K | 0.02% |
+1,861
|
|
||
110
Arista Networks
ANET
$168B
| $254K | 0.02% |
+1,742
|
|
||
111
JPMorgan Chase
JPM
$810B
| $236K | 0.02% |
+748
|
|
||
112
Expedia Group
EXPE
$26.4B
| $220K | 0.02% |
+1,030
|
|