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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$837K
3
+$554K
4
SVFA
SVF Investment Corp. Class A Ordinary Shares
SVFA
+$507K
5
META icon
Meta Platforms (Facebook)
META
+$394K

Top Sells

1
+$791K
2
+$513K
3
+$206K
4
POWW icon
Outdoor Holding Co
POWW
+$203K
5
APO icon
Apollo Global Management
APO
+$166K

Sector Composition

1 Financials 6.74%
2 Technology 3.31%
3 Consumer Discretionary 3.25%
4 Communication Services 2.52%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$939K 0.53%
58,316
+637
27
$939K 0.53%
52,373
+27
28
$880K 0.5%
60,860
+602
29
$843K 0.48%
20,042
+60
30
$796K 0.45%
10,203
+28
31
$746K 0.42%
2,219
-50
32
$745K 0.42%
8,326
-11
33
$732K 0.42%
32,227
34
$731K 0.42%
10,215
35
$714K 0.41%
5,521
36
$702K 0.4%
1,305
37
$682K 0.39%
7,664
38
$679K 0.39%
10,718
39
$674K 0.38%
50,179
+583
40
$673K 0.38%
11,389
+2
41
$645K 0.37%
41,328
42
$627K 0.36%
17,251
43
$597K 0.34%
7,345
44
$590K 0.34%
34,525
45
$586K 0.33%
8,698
+41
46
$545K 0.31%
2,033
+1
47
$525K 0.3%
1,755
48
$522K 0.3%
3,295
49
$513K 0.29%
5,397
50
$507K 0.29%
+50,500
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