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
$189M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$216K
3
+$205K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$179K
5
TSLA icon
Tesla
TSLA
+$174K

Top Sells

1
+$2.8M
2
+$654K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$220K
5
CHTR icon
Charter Communications
CHTR
+$211K

Sector Composition

1 Consumer Discretionary 6.44%
2 Financials 5.83%
3 Technology 5.74%
4 Healthcare 1.94%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.6%
14,460
27
$1.13M 0.6%
19,565
+129
28
$1.09M 0.58%
39,066
29
$1.09M 0.58%
5,185
+5
30
$1.01M 0.53%
11,120
+1,910
31
$1M 0.53%
11,189
-113
32
$978K 0.52%
9,719
33
$940K 0.5%
9,960
+48
34
$927K 0.49%
5,570
35
$872K 0.46%
4,569
-10
36
$870K 0.46%
2,269
-5
37
$856K 0.45%
8,516
-2,029
38
$839K 0.44%
4,773
+991
39
$819K 0.43%
11,701
+72
40
$807K 0.43%
11,149
-589
41
$791K 0.42%
16,021
+316
42
$766K 0.4%
14,997
-1,275
43
$725K 0.38%
5,520
44
$711K 0.38%
6,116
45
$705K 0.37%
4,670
46
$673K 0.36%
15,976
+19
47
$671K 0.35%
10,215
48
$606K 0.32%
6,671
49
$596K 0.31%
9,330
50
$585K 0.31%
702
-2
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2
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