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
51
$718K 0.36%
15,764
-287
52
$712K 0.35%
2,165
-5
53
$700K 0.35%
1,388
+763
54
$699K 0.35%
7,036
-215
55
$690K 0.34%
8,790
+569
56
$680K 0.34%
6,715
-469
57
$655K 0.33%
13,789
-9
58
$652K 0.32%
7,996
-71
59
$651K 0.32%
2,072
+435
60
$649K 0.32%
2,078
-1
61
$637K 0.32%
2,369
-3
62
$627K 0.31%
3,658
-389
63
$612K 0.3%
1,679
64
$597K 0.3%
8,425
-95
65
$594K 0.3%
28,497
+431
66
$593K 0.3%
2,584
+1,274
67
$580K 0.29%
+12,837
68
$555K 0.28%
16,201
+1,738
69
$550K 0.27%
10,847
-1,000
70
$540K 0.27%
46,643
+2,773
71
$539K 0.27%
4,280
+319
72
$534K 0.27%
+11,139
73
$531K 0.26%
1,654
-115
74
$529K 0.26%
9,096
-30
75
$519K 0.26%
20,568
1 2
3
4 5