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
$216M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$915K
2
+$726K
3
+$602K
4
TWM icon
ProShares UltraShort Russell2000
TWM
+$502K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$461K

Top Sells

1
+$3.28M
2
+$2.98M
3
+$643K
4
SCHW icon
Charles Schwab
SCHW
+$421K
5
KO icon
Coca-Cola
KO
+$242K

Sector Composition

1 Consumer Discretionary 7%
2 Technology 6.22%
3 Financials 6.08%
4 Communication Services 1.27%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$643K 0.3%
10,857
52
$641K 0.3%
6,039
53
$639K 0.3%
5,552
54
$619K 0.29%
6,709
55
$607K 0.28%
8,628
56
$602K 0.28%
+24,183
57
$595K 0.28%
6,671
58
$561K 0.26%
4,460
+30
59
$556K 0.26%
4,822
+47
60
$540K 0.25%
4,438
61
$535K 0.25%
2,109
62
$530K 0.25%
4,828
-36
63
$527K 0.24%
683
64
$525K 0.24%
7,330
65
$502K 0.23%
+11,295
66
$501K 0.23%
2,359
67
$500K 0.23%
8,019
+29
68
$497K 0.23%
3,615
+3,351
69
$489K 0.23%
8,653
70
$486K 0.23%
2,553
+238
71
$462K 0.21%
1,595
72
$461K 0.21%
2,791
73
$439K 0.2%
7,653
-918
74
$437K 0.2%
3,587
75
$425K 0.2%
401
1 2
3
4 5