PIA
Pinion Investment Advisors Portfolio holdings
AUM
$290M
1-Year Est. Return
16.2%
1 Year Est. Return
+16.2%
AUM
$454M
AUM Growth
+$202M
(+81%)
Holding
165
Top Buys
| 1 | +$64.7M | |
| 2 | +$15.5M | |
| 3 | +$13.3M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$11.4M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.83M |
Top Sells
| 1 | +$1.79M | |
| 2 | +$1.19M | |
| 3 | +$744K | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$491K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Accenture
ACN
$154B
| – | – |
-594
|
|
||
|
152
BlackRock Flexible Income ETF
BINC
$12.6B
| – | – |
-9,441
|
|
||
153
AB InBev
BUD
$120B
| – | – |
-4,591
|
|
||
154
CSX Corp
CSX
$67.3B
| – | – |
-6,291
|
|
||
155
iShares MSCI Emerging Markets ETF
EEM
$21B
| – | – |
-28,350
|
|
||
|
156
iShares Investment Grade Systematic Bond ETF
IGEB
$1.4B
| – | – |
-6,524
|
|
||
157
iShares MBS ETF
MBB
$41.8B
| – | – |
-8,118
|
|
||
158
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| – | – |
-2,909
|
|
||
159
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-2,869
|
|
||
160
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
| – | – |
-4,160
|
|
||
161
Vanguard Small-Cap Growth ETF
VBK
$21B
| – | – |
-847
|
|
||
162
Vanguard Small-Cap Value ETF
VBR
$31.6B
| – | – |
-1,053
|
|
||
163
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.1B
| – | – |
-4,493
|
|
||
164
Vanguard Russell 2000 ETF
VTWO
$13.1B
| – | – |
-20,026
|
|
||
165
Vanguard Extended Market ETF
VXF
$24.9B
| – | – |
-1,053
|
|