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
$216M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$915K
2
+$726K
3
+$602K
4
TWM icon
ProShares UltraShort Russell2000
TWM
+$502K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$461K

Top Sells

1
+$3.28M
2
+$2.98M
3
+$643K
4
SCHW icon
Charles Schwab
SCHW
+$421K
5
KO icon
Coca-Cola
KO
+$242K

Sector Composition

1 Consumer Discretionary 7%
2 Technology 6.22%
3 Financials 6.08%
4 Communication Services 1.27%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.56%
5,454
+6
27
$1.13M 0.52%
6,544
28
$1.12M 0.52%
11,092
+45
29
$1.08M 0.5%
22,447
+42
30
$1.06M 0.49%
26,233
-4,586
31
$1.01M 0.47%
5,334
32
$1.01M 0.47%
4,576
+2
33
$1M 0.46%
58,130
+120
34
$977K 0.45%
19,991
+153
35
$958K 0.44%
11,183
+1,125
36
$915K 0.42%
+9,303
37
$893K 0.41%
16,820
+258
38
$879K 0.41%
2,260
39
$873K 0.4%
18,063
+2,051
40
$855K 0.4%
9,720
-1
41
$811K 0.38%
8,051
-165
42
$804K 0.37%
15,154
+6,709
43
$773K 0.36%
10,215
44
$760K 0.35%
11,912
+72
45
$755K 0.35%
1,309
46
$735K 0.34%
5,570
47
$726K 0.34%
+708
48
$678K 0.31%
6,303
49
$668K 0.31%
12,336
+1,230
50
$650K 0.3%
7,040
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