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
$201M
AUM Growth
+$8.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$2.2M
3
+$1.42M
4
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.09M
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$868K

Top Sells

1
+$2.8M
2
+$1.9M
3
+$1.1M
4
GPC icon
Genuine Parts
GPC
+$578K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$562K

Sector Composition

1 Technology 8.59%
2 Financials 6.71%
3 Consumer Discretionary 4.16%
4 Consumer Staples 4.08%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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