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
$54M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$327K
3
+$236K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$223K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$214K

Top Sells

1
+$464K
2
+$243K
3
+$201K
4
LPT
Liberty Property Trust
LPT
+$57K
5
LAMR icon
Lamar Advertising Co
LAMR
+$47.7K

Sector Composition

1 Financials 11.76%
2 Healthcare 9.53%
3 Technology 9.4%
4 Consumer Staples 8.91%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$449K 0.83%
8,785
+95
52
$440K 0.82%
4,930
-535
53
$439K 0.81%
5,156
+20
54
$437K 0.81%
3,315
-235
55
$433K 0.8%
2,190
+233
56
$431K 0.8%
2,434
+410
57
$431K 0.8%
18,170
+1,354
58
$423K 0.78%
5,593
+72
59
$420K 0.78%
6,619
+30
60
$416K 0.77%
3,957
+16
61
$407K 0.75%
2,459
62
$405K 0.75%
2,238
+11
63
$402K 0.75%
10,808
+1,138
64
$399K 0.74%
7,079
+1,214
65
$397K 0.74%
1,120
+130
66
$383K 0.71%
1,113
+58
67
$378K 0.7%
2,365
-95
68
$376K 0.7%
4,545
-30
69
$372K 0.69%
1,765
+5
70
$367K 0.68%
1,722
-80
71
$363K 0.67%
2,730
-15
72
$355K 0.66%
1,090
+105
73
$354K 0.66%
6,454
-115
74
$353K 0.65%
4,311
-217
75
$352K 0.65%
6,160
+213
1 2
3
4 5