PIA
Piedmont Investment Advisors Portfolio holdings
AUM
$2.53B
1-Year Return
0.83%
This Quarter Return
+12.19%
1 Year Return
+0.83%
3 Year Return
+35.39%
5 Year Return
+69.86%
10 Year Return
–
AUM
$1.87B
AUM Growth
-$45.9M
(-2.4%)
Cap. Flow
-$230M
Cap. Flow
% of AUM
-12.3%
Top 10 Holdings %
Top 10 Hldgs %
28.47%
Holding
403
New
87
Increased
51
Reduced
142
Closed
66
Top Buys
| 1 |
General Mills
GIS
|
$37.1M |
| 2 |
Duke Energy
DUK
|
$30.4M |
| 3 |
Fluor
FLR
|
$30M |
| 4 |
Boeing
BA
|
$29.9M |
| 5 |
Meta Platforms (Facebook)
META
|
$29.3M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$41.9M |
| 2 |
RTX Corp
RTX
|
$40.8M |
| 3 |
Microsoft
MSFT
|
$36.8M |
| 4 |
Merck
MRK
|
$35.3M |
| 5 |
Cisco
CSCO
|
$34.6M |
Sector Composition
| 1 | Financials | 16.77% |
| 2 | Technology | 13.79% |
| 3 | Healthcare | 13.42% |
| 4 | Industrials | 10.67% |
| 5 | Energy | 10.09% |
