PIA

Powell Investment Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 21.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$515K
3
+$502K
4
META icon
Meta Platforms (Facebook)
META
+$386K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$330K

Top Sells

1
+$2.29M
2
+$1.02M
3
+$877K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$372K
5
AMZN icon
Amazon
AMZN
+$328K

Sector Composition

1 Technology 7.29%
2 Consumer Discretionary 7.07%
3 Financials 6.84%
4 Energy 1.49%
5 Utilities 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$825K 0.29%
708
52
$817K 0.29%
12,336
53
$790K 0.28%
7,845
54
$781K 0.27%
7,040
55
$775K 0.27%
11,882
-7
56
$769K 0.27%
3,583
57
$766K 0.27%
3,260
+900
58
$755K 0.26%
6,709
59
$754K 0.26%
1
60
$752K 0.26%
6,735
61
$743K 0.26%
10,857
62
$723K 0.25%
4,551
+31
63
$715K 0.25%
6,339
+36
64
$680K 0.24%
5,392
65
$671K 0.23%
6,671
66
$626K 0.22%
3,500
67
$621K 0.22%
2,109
68
$614K 0.21%
12,187
+104
69
$606K 0.21%
4,652
70
$595K 0.21%
2,845
+1,000
71
$582K 0.2%
3,587
72
$576K 0.2%
5,875
73
$564K 0.2%
2,316
74
$549K 0.19%
3,695
75
$543K 0.19%
4,438
1 2
3
4 5