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
$204M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.13M
3
+$1.61M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$959K

Top Sells

1
+$6.79M
2
+$3.73M
3
+$1.44M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$915K
5
HD icon
Home Depot
HD
+$879K

Sector Composition

1 Financials 6.45%
2 Technology 5.89%
3 Consumer Discretionary 4.23%
4 Communication Services 1.33%
5 Consumer Staples 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.3%
5,784
+962
52
$589K 0.29%
12,336
53
$582K 0.29%
9,972
+1,953
54
$576K 0.28%
2,359
55
$574K 0.28%
3,587
56
$564K 0.28%
683
57
$528K 0.26%
3,615
58
$528K 0.26%
8,653
59
$524K 0.26%
4,489
+29
60
$516K 0.25%
2,109
61
$512K 0.25%
4,652
-900
62
$505K 0.25%
4,438
63
$502K 0.25%
7,080
-250
64
$498K 0.24%
1,595
65
$493K 0.24%
17,441
+157
66
$466K 0.23%
7,653
67
$428K 0.21%
9,790
-345
68
$392K 0.19%
5,375
+600
69
$382K 0.19%
2,791
70
$379K 0.19%
2,360
71
$379K 0.19%
2,283
72
$372K 0.18%
4,109
73
$371K 0.18%
6,202
74
$366K 0.18%
3,930
75
$362K 0.18%
2,316
-237
1 2
3
4 5