PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$515K
3
+$502K
4
META icon
Meta Platforms (Facebook)
META
+$386K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$330K

Top Sells

1
+$2.29M
2
+$1.02M
3
+$877K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$372K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 7.07%
3 Financials 6.84%
4 Energy 1.49%
5 Utilities 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.58%
36,299
-2,257
27
$1.53M 0.53%
19,085
28
$1.49M 0.52%
38,614
29
$1.46M 0.51%
9,423
+26
30
$1.32M 0.46%
20,371
+556
31
$1.29M 0.45%
4,582
+2
32
$1.29M 0.45%
5,314
33
$1.17M 0.41%
9,900
34
$1.13M 0.4%
6,622
+78
35
$1.11M 0.39%
23,742
+1,211
36
$1.09M 0.38%
3,300
37
$1.08M 0.38%
6,039
38
$1.04M 0.36%
21,750
-81
39
$1.03M 0.36%
12,079
-3,340
40
$1.01M 0.35%
22,722
+122
41
$977K 0.34%
18,138
+24
42
$962K 0.34%
1,927
+1,190
43
$946K 0.33%
53,244
44
$943K 0.33%
17,529
+259
45
$916K 0.32%
2,260
46
$891K 0.31%
20,430
47
$884K 0.31%
20,515
+181
48
$876K 0.31%
8,628
49
$837K 0.29%
5,057
-582
50
$831K 0.29%
6,995
+26
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