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
$193M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$1.92M
3
+$1.9M
4
TSLA icon
Tesla
TSLA
+$1.47M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M

Top Sells

1
+$581K
2
+$536K
3
+$513K
4
MDT icon
Medtronic
MDT
+$501K
5
EMR icon
Emerson Electric
EMR
+$367K

Sector Composition

1 Financials 9.12%
2 Technology 8.21%
3 Consumer Discretionary 4.74%
4 Consumer Staples 4.23%
5 Healthcare 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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