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
$66.3M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$4.01M

Sector Composition

1 Technology 11.57%
2 Financials 10.1%
3 Healthcare 8.89%
4 Communication Services 7.94%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$484K 0.73%
2,246
52
$483K 0.73%
7,260
53
$479K 0.72%
12,744
54
$472K 0.71%
3,241
55
$452K 0.68%
3,945
56
$449K 0.68%
2,683
57
$444K 0.67%
12,525
58
$443K 0.67%
3,702
59
$441K 0.67%
5,296
60
$441K 0.67%
7,710
61
$441K 0.67%
4,230
62
$436K 0.66%
3,907
63
$433K 0.65%
5,440
64
$420K 0.63%
14,111
65
$414K 0.62%
2,547
66
$408K 0.62%
2,885
67
$400K 0.6%
5,275
68
$396K 0.6%
6,330
69
$393K 0.59%
559
70
$391K 0.59%
27,666
71
$387K 0.58%
4,770
72
$386K 0.58%
5,271
73
$367K 0.55%
1,193
74
$343K 0.52%
6,244
75
$341K 0.51%
12,860
1 2
3
4 5