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
76
$352K 0.65%
2,570
+67
77
$346K 0.64%
21,942
+10
78
$343K 0.64%
2,415
-125
79
$340K 0.63%
3,995
+18
80
$339K 0.63%
11,205
-655
81
$327K 0.61%
+1,543
82
$322K 0.6%
2,071
+191
83
$322K 0.6%
3,770
+65
84
$319K 0.59%
4,636
+115
85
$316K 0.59%
4,475
-160
86
$312K 0.58%
16,740
+740
87
$311K 0.58%
12,500
-1,360
88
$309K 0.57%
3,385
+265
89
$302K 0.56%
1,138
90
$301K 0.56%
1,587
+125
91
$299K 0.55%
995
+10
92
$295K 0.55%
9,929
-655
93
$292K 0.54%
3,085
+8
94
$292K 0.54%
3,114
+439
95
$287K 0.53%
2,090
+15
96
$284K 0.53%
7,532
-364
97
$283K 0.52%
6,110
+1,680
98
$274K 0.51%
1,724
+60
99
$273K 0.51%
4,420
-15
100
$269K 0.5%
2,101
+47
1 2 3
4
5