PIA

Pinion Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 16.2%
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$1.92M
3
+$1.9M
4
TSLA icon
Tesla
TSLA
+$1.47M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Top Sells

1
+$581K
2
+$536K
3
+$513K
4
MDT icon
Medtronic
MDT
+$501K
5
EMR icon
Emerson Electric
EMR
+$367K

Sector Composition

1 Financials 9.12%
2 Technology 8.21%
3 Consumer Discretionary 4.74%
4 Consumer Staples 4.23%
5 Healthcare 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.71%
1,404
+17
27
$1.33M 0.69%
18,241
-1,953
28
$1.24M 0.65%
7,106
+1,057
29
$1.24M 0.64%
7,216
-60
30
$1.23M 0.64%
4,345
+237
31
$1.21M 0.63%
2,510
-117
32
$1.14M 0.59%
22,688
-10,628
33
$1.1M 0.57%
1,893
-81
34
$1.1M 0.57%
2,860
-108
35
$1.09M 0.57%
1,493
+18
36
$1.08M 0.56%
8,207
+209
37
$1.06M 0.55%
2,020
+834
38
$1.02M 0.53%
26,169
+1,233
39
$983K 0.51%
12,642
-1,489
40
$925K 0.48%
2,034
+128
41
$913K 0.47%
5,625
+326
42
$887K 0.46%
7,251
+29
43
$883K 0.46%
21,499
+910
44
$878K 0.46%
5,379
-68
45
$858K 0.45%
5,438
+103
46
$846K 0.44%
19,893
+2,464
47
$844K 0.44%
21,640
+2,134
48
$804K 0.42%
45,681
+6,687
49
$737K 0.38%
4,047
+784
50
$727K 0.38%
1,440
-37
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2
3 4 5