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
$189M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$216K
3
+$205K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$179K
5
TSLA icon
Tesla
TSLA
+$174K

Top Sells

1
+$2.8M
2
+$654K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$220K
5
CHTR icon
Charter Communications
CHTR
+$211K

Sector Composition

1 Consumer Discretionary 6.44%
2 Financials 5.83%
3 Technology 5.74%
4 Healthcare 1.94%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$578K 0.31%
6,708
52
$576K 0.3%
8,571
-41
53
$576K 0.3%
5,552
54
$556K 0.29%
1,309
55
$542K 0.29%
10,857
56
$530K 0.28%
4,438
-23
57
$524K 0.28%
3,950
58
$520K 0.27%
7,097
-21
59
$507K 0.27%
8,019
-45
60
$501K 0.26%
1,777
61
$497K 0.26%
2,109
62
$497K 0.26%
639
63
$491K 0.26%
4,446
-1,672
64
$488K 0.26%
5,114
65
$486K 0.26%
2,359
66
$469K 0.25%
8,653
67
$463K 0.24%
34,857
+44
68
$450K 0.24%
10,943
69
$445K 0.24%
7,328
-1,402
70
$405K 0.21%
4,299
+42
71
$380K 0.2%
1,704
72
$375K 0.2%
13,531
73
$368K 0.19%
4,775
74
$357K 0.19%
2,257
75
$335K 0.18%
737
1 2
3
4 5