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
51
$710K 0.37%
8,221
+1,449
52
$700K 0.36%
16,051
+781
53
$689K 0.36%
13,798
-23
54
$685K 0.36%
11,847
-6
55
$659K 0.34%
4,228
-32
56
$658K 0.34%
7,184
+188
57
$651K 0.34%
2,170
-132
58
$647K 0.34%
8,067
+697
59
$591K 0.31%
2,079
+268
60
$590K 0.31%
1,769
61
$588K 0.31%
2,372
-264
62
$584K 0.3%
28,066
-9,204
63
$578K 0.3%
3,732
-205
64
$575K 0.3%
1,202
-28
65
$566K 0.29%
1,679
+1,011
66
$562K 0.29%
10,752
67
$555K 0.29%
9,126
-2,429
68
$555K 0.29%
6,399
+3,064
69
$545K 0.28%
8,520
-268
70
$540K 0.28%
963
-65
71
$539K 0.28%
4,303
+409
72
$534K 0.28%
24,886
+4,213
73
$508K 0.26%
2,358
-91
74
$506K 0.26%
3,961
+2
75
$505K 0.26%
43,870
+6,281
1 2
3
4 5