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
101
$230K 0.35%
15,152
102
$228K 0.34%
4,124
103
$222K 0.34%
1,274
104
$220K 0.33%
2,294
105
$217K 0.33%
1,612
106
$216K 0.33%
3,376
107
$215K 0.32%
978
108
$210K 0.32%
4,405
109
$206K 0.31%
5,805
110
$203K 0.31%
1,666
111
$202K 0.3%
2,751
112
$182K 0.27%
12,222
1 2 3 4
5