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
$106M
AUM Growth
-$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.83M
3
+$1.22M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$884K

Top Sells

1
+$2.09M
2
+$821K
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
VZ icon
Verizon
VZ
+$692K

Sector Composition

1 Financials 11.48%
2 Technology 7.53%
3 Healthcare 7.51%
4 Consumer Staples 7.1%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.05%
+50,000
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$12K 0.01%
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