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
$181M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$402K
3
+$338K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$295K
5
SNOW icon
Snowflake
SNOW
+$260K

Top Sells

1
+$1.23M
2
+$1.18M
3
+$938K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$871K
5
T icon
AT&T
T
+$425K

Sector Composition

1 Consumer Discretionary 5.96%
2 Technology 5.91%
3 Financials 5.45%
4 Healthcare 1.99%
5 Energy 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.58%
10,545
-4,096
27
$1.04M 0.58%
39,066
28
$1.04M 0.58%
5,180
+15
29
$964K 0.53%
+14,460
30
$945K 0.52%
22,233
+40
31
$940K 0.52%
3,782
+304
32
$910K 0.5%
11,302
+57
33
$907K 0.5%
15,596
-700
34
$831K 0.46%
9,912
+56
35
$824K 0.46%
16,272
36
$808K 0.45%
11,738
37
$804K 0.44%
5,570
38
$790K 0.44%
9,719
39
$788K 0.44%
2,274
40
$782K 0.43%
15,705
+269
41
$757K 0.42%
11,629
+70
42
$749K 0.41%
4,579
+3
43
$723K 0.4%
5,520
44
$662K 0.37%
6,118
+2,396
45
$652K 0.36%
4,670
-660
46
$647K 0.36%
10,215
47
$611K 0.34%
6,116
48
$607K 0.34%
6,671
49
$600K 0.33%
15,957
+26
50
$577K 0.32%
7,118
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