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
$204M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$1.61M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$959K

Top Sells

1
+$6.79M
2
+$3.73M
3
+$1.44M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$915K
5
HD icon
Home Depot
HD
+$879K

Sector Composition

1 Financials 6.45%
2 Technology 5.89%
3 Consumer Discretionary 4.23%
4 Communication Services 1.33%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.56%
4,578
+2
27
$1.13M 0.55%
17,040
+220
28
$1.05M 0.52%
11,238
+55
29
$975K 0.48%
58,152
+22
30
$952K 0.47%
20,156
+165
31
$915K 0.45%
6,544
32
$901K 0.44%
18,089
+26
33
$883K 0.43%
9,720
34
$851K 0.42%
22,542
-3,691
35
$847K 0.42%
8,796
-2,296
36
$836K 0.41%
17,863
+2,709
37
$826K 0.41%
5,342
+8
38
$805K 0.4%
10,215
39
$800K 0.39%
7,953
-98
40
$798K 0.39%
+1
41
$788K 0.39%
6,039
42
$738K 0.36%
6,671
43
$733K 0.36%
6,709
44
$730K 0.36%
5,639
+811
45
$717K 0.35%
11,994
+82
46
$709K 0.35%
1,219
-90
47
$670K 0.33%
708
48
$670K 0.33%
10,857
49
$640K 0.31%
24,183
50
$619K 0.3%
5,392
-178
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2
3 4 5