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
76
$502K 0.26%
2,493
-1,032
77
$501K 0.26%
+18,630
78
$495K 0.26%
3,799
-329
79
$487K 0.25%
2,853
+37
80
$477K 0.25%
20,568
+10,904
81
$469K 0.24%
1,637
-484
82
$458K 0.24%
14,463
+3,198
83
$456K 0.24%
8,252
-348
84
$452K 0.23%
+4,205
85
$446K 0.23%
3,836
+588
86
$441K 0.23%
1,037
+15
87
$437K 0.23%
6,667
-2,828
88
$436K 0.23%
2,580
-121
89
$434K 0.23%
4,319
+67
90
$430K 0.22%
1,657
+88
91
$421K 0.22%
20,703
+390
92
$420K 0.22%
6,707
+314
93
$419K 0.22%
21,949
+3,804
94
$418K 0.22%
3,369
-244
95
$410K 0.21%
3,351
-1,040
96
$406K 0.21%
731
+79
97
$406K 0.21%
16,016
+52
98
$405K 0.21%
5,463
-136
99
$404K 0.21%
10,852
-850
100
$404K 0.21%
5,627
+893
2 3
4
5 6