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
$108M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$645K
3 +$598K
4
NXPI icon
NXP Semiconductors
NXPI
+$553K
5
AMAT icon
Applied Materials
AMAT
+$528K

Top Sells

1 +$632K
2 +$591K
3 +$559K
4
CL icon
Colgate-Palmolive
CL
+$449K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$418K

Sector Composition

1 Financials 14.4%
2 Technology 11.85%
3 Healthcare 7.55%
4 Communication Services 6.98%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,285
152
-2,202
153
-16,440
154
-12,708
155
-6,257
156
-3,469
157
-6,147
158
-2,207
159
-5,940