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
$95.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$8.53M
3
+$5.42M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$5.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.75%
2 Consumer Discretionary 4.72%
3 Communication Services 3.92%
4 Technology 2.99%
5 Energy 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.42%
+7,561
52
$406K 0.42%
+7,544
53
$403K 0.42%
+9,492
54
$392K 0.41%
+1,305
55
$391K 0.41%
+6,015
56
$390K 0.41%
+6,357
57
$366K 0.38%
+4,160
58
$362K 0.38%
+4,140
59
$348K 0.36%
+3,058
60
$344K 0.36%
+6,771
61
$343K 0.36%
+12,477
62
$330K 0.34%
+24,445
63
$329K 0.34%
+24,850
64
$326K 0.34%
+2,491
65
$325K 0.34%
+31,705
66
$324K 0.34%
+2,500
67
$322K 0.34%
+2,210
68
$320K 0.33%
+6,170
69
$308K 0.32%
+790
70
$302K 0.31%
+5,938
71
$297K 0.31%
+7,396
72
$294K 0.31%
+18,967
73
$288K 0.3%
+3,387
74
$279K 0.29%
+32,837
75
$275K 0.29%
+4,911
1 2
3
4 5