PIA
Pleiad Investment Advisors Portfolio holdings
AUM
$4.34M
This Quarter Return
+27.74%
1 Year Return
+62.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$46.5M
AUM Growth
–
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$34M |
| 2 |
Sony
SONY
|
$12.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 73.07% |
| 2 | Technology | 26.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alibaba
BABA
$322B
| $34M | 73.07% | +418,300 | New | +$34M |
|
|
2
Sony
SONY
$165B
| $12.5M | 26.93% | +509,000 | New | +$12.5M |
|