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
$107M
AUM Growth
+$611K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$1.18M
3 +$879K
4
VUG icon
Vanguard Growth ETF
VUG
+$788K
5
AVGO icon
Broadcom
AVGO
+$759K

Top Sells

1 +$3.91M
2 +$929K
3 +$656K
4
JNJ icon
Johnson & Johnson
JNJ
+$373K
5
INTC icon
Intel
INTC
+$348K

Sector Composition

1 Financials 10.36%
2 Technology 7.95%
3 Consumer Staples 6.42%
4 Healthcare 6%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,413
127
-6,212
128
-844
129
-7,521
130
-1,736
131
-2,455
132
-4,602
133
-1,820
134
-6,850
135
-13,171