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
$176M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$837K
3
+$554K
4
SVFA
SVF Investment Corp. Class A Ordinary Shares
SVFA
+$507K
5
META icon
Meta Platforms (Facebook)
META
+$394K

Top Sells

1
+$791K
2
+$513K
3
+$206K
4
POWW icon
Outdoor Holding Co
POWW
+$203K
5
APO icon
Apollo Global Management
APO
+$166K

Sector Composition

1 Financials 6.74%
2 Technology 3.31%
3 Consumer Discretionary 3.25%
4 Communication Services 2.52%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$492K 0.28%
3,495
+12
52
$466K 0.26%
7,561
53
$451K 0.26%
13,762
-29
54
$447K 0.25%
8,063
+553
55
$428K 0.24%
1,924
+808
56
$424K 0.24%
1,960
+1
57
$419K 0.24%
10,721
-20,235
58
$408K 0.23%
2,350
59
$403K 0.23%
4,727
60
$395K 0.22%
952
61
$394K 0.22%
+1,170
62
$379K 0.22%
6,073
63
$378K 0.21%
2,210
64
$378K 0.21%
6,479
65
$367K 0.21%
3,206
+36
66
$366K 0.21%
22,638
+578
67
$351K 0.2%
6,922
68
$350K 0.2%
2,100
69
$346K 0.2%
2,536
+1
70
$339K 0.19%
3,773
-14
71
$333K 0.19%
25,445
+572
72
$328K 0.19%
6,170
73
$320K 0.18%
23,688
+462
74
$307K 0.17%
36,255
+419
75
$305K 0.17%
3,950
1 2
3
4 5