PIA

Pinion Investment Advisors Portfolio holdings

AUM $366M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$64.7M
2
+$15.5M
3
+$13.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.4M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.83M

Top Sells

1
+$1.79M
2
+$1.19M
3
+$744K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$491K
5
IGEB icon
iShares Investment Grade Systematic Bond ETF
IGEB
+$289K

Sector Composition

1 Technology 6.74%
2 Financials 6.14%
3 Consumer Discretionary 4.24%
4 Consumer Staples 3.1%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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