PIA
Pinion Investment Advisors Portfolio holdings
AUM
$366M
1-Year Est. Return
18.22%
1 Year Est. Return
+18.22%
AUM
$366M
AUM Growth
+$76M
(+26%)
Holding
179
Top Buys
| 1 | +$9.8M | |
| 2 | +$4.72M | |
| 3 | +$4.08M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$3.39M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.15M |
Top Sells
| 1 | +$2.75M | |
| 2 | +$1.65M | |
| 3 | +$1.38M | |
| 4 |
Intuitive Surgical
ISRG
|
+$906K |
| 5 |
Kenvue
KVUE
|
+$768K |
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Financials | 4.74% |
| 3 | Consumer Discretionary | 4% |
| 4 | Consumer Staples | 2.58% |
| 5 | Communication Services | 2.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Marsh & McLennan
MMC
$88.6B
| – | – |
-928
|
|
||
177
Netflix
NFLX
$393B
| – | – |
-1,630
|
|
||
178
American Water Works
AWK
$25.1B
| – | – |
-2,787
|
|
||
179
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
| – | – |
-3,996
|
|