PIA
Pleiad Investment Advisors Portfolio holdings
AUM
$4.34M
This Quarter Return
-1.4%
1 Year Return
+62.71%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$69.8M
AUM Growth
+$69.8M
(+50%)
Cap. Flow
+$23.6M
Cap. Flow
% of AUM
33.86%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$23.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 81.24% |
| 2 | Technology | 18.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Alibaba
BABA
$322B
| $56.7M | 81.24% |
717,200
+298,900
| +71% | +$23.6M |
|
2
Sony
SONY
$165B
| $13.1M | 18.76% |
509,000
| – | – |
|