PIA
Pinion Investment Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+5.29%
1 Year Return
+16.2%
3 Year Return
+60.7%
5 Year Return
+98.47%
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+14%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
9.03%
Top 10 Holdings %
Top 10 Hldgs %
31.38%
Holding
159
New
25
Increased
89
Reduced
24
Closed
18
Top Buys
| 1 |
Edwards Lifesciences
EW
|
$809K |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$645K |
| 3 |
VanEck Emerging Markets High Yield Bond ETF
HYEM
|
$598K |
| 4 |
NXP Semiconductors
NXPI
|
$553K |
| 5 |
Applied Materials
AMAT
|
$528K |
Top Sells
Sector Composition
| 1 | Financials | 14.4% |
| 2 | Technology | 11.85% |
| 3 | Healthcare | 7.55% |
| 4 | Communication Services | 6.98% |
| 5 | Consumer Discretionary | 5.9% |
