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
$201M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$2.2M
3
+$1.42M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.09M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$868K

Top Sells

1
+$2.8M
2
+$1.9M
3
+$1.1M
4
GPC icon
Genuine Parts
GPC
+$578K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$562K

Sector Composition

1 Technology 8.59%
2 Financials 6.71%
3 Consumer Discretionary 4.16%
4 Consumer Staples 4.08%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.71%
1,393
-11
27
$1.33M 0.66%
26,866
-2,192
28
$1.22M 0.61%
6,960
-256
29
$1.21M 0.6%
7,318
+212
30
$1.18M 0.59%
4,640
+295
31
$1.15M 0.57%
1,355
-138
32
$1.09M 0.54%
+10,096
33
$1.07M 0.53%
25,096
+3,597
34
$1.01M 0.5%
23,714
-2,455
35
$1M 0.5%
2,271
-239
36
$999K 0.5%
1,807
-86
37
$996K 0.5%
12,914
+272
38
$993K 0.49%
12,394
-5,847
39
$959K 0.48%
7,743
-464
40
$928K 0.46%
1,987
-47
41
$914K 0.45%
2,654
-206
42
$888K 0.44%
5,041
-338
43
$877K 0.44%
45,916
+235
44
$862K 0.43%
5,229
-396
45
$857K 0.43%
16,978
-5,710
46
$844K 0.42%
19,560
-2,080
47
$834K 0.41%
19,764
-129
48
$811K 0.4%
5,186
-252
49
$789K 0.39%
12,702
+5,995
50
$786K 0.39%
1,414
-26
1
2
3 4 5