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
101
$365K 0.18%
721
-10
102
$361K 0.18%
1,405
+141
103
$358K 0.18%
2,964
-1,339
104
$353K 0.18%
+2,475
105
$345K 0.17%
5,509
-1,158
106
$333K 0.17%
8,064
-312
107
$332K 0.17%
15,441
-857
108
$328K 0.16%
15,651
-5,052
109
$325K 0.16%
14,399
+2,548
110
$325K 0.16%
+1,902
111
$324K 0.16%
3,971
+289
112
$319K 0.16%
5,015
-1,518
113
$314K 0.16%
8,602
-2,250
114
$314K 0.16%
+3,391
115
$310K 0.15%
3,500
+79
116
$297K 0.15%
7,116
+193
117
$297K 0.15%
677
+159
118
$293K 0.15%
5,589
-2,663
119
$289K 0.14%
4,120
-1,343
120
$289K 0.14%
2,444
-925
121
$289K 0.14%
350
-60
122
$288K 0.14%
5,918
123
$286K 0.14%
+6,085
124
$277K 0.14%
3,158
-531
125
$273K 0.14%
+582
3 4
5
6 7