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PIA

Pinion Investment Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 19.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$124K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$600K
2
+$566K
3
+$453K
4
FHN icon
First Horizon
FHN
+$367K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$358K

Top Sells

1
+$737K
2
+$669K
3
+$660K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$631K
5
NNN icon
NNN REIT
NNN
+$626K

Sector Composition

1 Financials 13.53%
2 Technology 11.9%
3 Communication Services 7.16%
4 Healthcare 6.6%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-8,547
152
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-8,012
153
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-25,286
154
– –
-5,988
155
– –
-13,344
156
– –
-16,613
157
– –
-15,890
158
– –
-29,006
159
– –
-3,611
160
– –
-4,379
3 4 5 6
7