PIA

Powell Investment Advisors Portfolio holdings

AUM $286M
1-Year Est. Return 20.84%
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.53M
3
+$5.42M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.75%
2 Consumer Discretionary 4.72%
3 Communication Services 3.92%
4 Technology 2.99%
5 Energy 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.74%
+32,487
27
$708K 0.74%
+8,072
28
$695K 0.72%
+12,150
29
$682K 0.71%
+41,683
30
$673K 0.7%
+6,230
31
$664K 0.69%
+53,743
32
$657K 0.68%
+8,109
33
$656K 0.68%
+10,840
34
$649K 0.68%
+46,178
35
$641K 0.67%
+2,790
36
$631K 0.66%
+8,265
37
$560K 0.58%
+15,072
38
$557K 0.58%
+11,714
39
$545K 0.57%
+11,361
40
$521K 0.54%
+56,051
41
$506K 0.53%
+21,342
42
$505K 0.53%
+7,240
43
$490K 0.51%
+3,515
44
$482K 0.5%
+6,980
45
$464K 0.48%
+5,127
46
$460K 0.48%
+2,329
47
$449K 0.47%
+8,375
48
$426K 0.44%
+1,881
49
$422K 0.44%
+8,287
50
$420K 0.44%
+6,544
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